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Disclosery

SMITH SHELLNUT WILSON LLC /ADV: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH SHELLNUT WILSON LLC /ADV on SCHG, newest first. How the timeline and the estimate are built.

SMITH SHELLNUT WILSON LLC /ADV held 21,549 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,549 shares
    Change vs previous 13F +4,162 shares

    0.27% of the 13F portfolio, value $729,231.

    13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 17,387 shares
    Change vs previous 13F -7,674 shares

    0.22% of the 13F portfolio, value $506,489.

    13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 25,061 shares
    Change vs previous 13F +17,470 shares

    0.31% of the 13F portfolio, value $817,490.

    13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 7,591 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $242,229.

    13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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