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Disclosery

SevenBridge Financial Group, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SevenBridge Financial Group, LLC on SCHG, newest first. How the timeline and the estimate are built.

SevenBridge Financial Group, LLC held 29,690 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,690 shares
    Change vs previous 13F -1,537 shares

    0.16% of the 13F portfolio, value $1,062,311.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,227 shares
    Change vs previous 13F -3,599 shares

    0.16% of the 13F portfolio, value $1,025,805.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,826 shares
    Change vs previous 13F -1,288 shares

    0.18% of the 13F portfolio, value $1,130,445.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,114 shares
    Change vs previous 13F -5,784 shares

    0.2% of the 13F portfolio, value $1,191,757.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,898 shares
    Change vs previous 13F +4,737 shares

    0.23% of the 13F portfolio, value $1,285,855.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,161 shares
    Change vs previous 13F +2,095 shares

    0.2% of the 13F portfolio, value $1,004,459.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,066 shares
    Change vs previous 13F +3,341 shares

    0.19% of the 13F portfolio, value $1,001,822.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,725 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $882,583.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).