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Disclosery

Soundwatch Capital LLC: SCHG position timeline

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

Soundwatch Capital LLC held 23,306 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,306 shares
    Change vs previous 13F -2,036 shares

    0.09% of the 13F portfolio, value $788,679.

    13F-HR 0001214659-26-010055 filed by Soundwatch Capital 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 25,342 shares
    Change vs previous 13F +159 shares

    0.09% of the 13F portfolio, value $738,225.

    13F-HR 0001214659-26-005588 filed by Soundwatch Capital 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 25,183 shares
    Change vs previous 13F -742 shares

    0.13% of the 13F portfolio, value $821,480.

    13F-HR 0001214659-26-001373 filed by Soundwatch Capital 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 25,925 shares
    Change vs previous 13F -11,699 shares

    0.13% of the 13F portfolio, value $827,270.

    13F-HR 0001214659-25-015963 filed by Soundwatch Capital 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 37,624 shares
    Change vs previous 13F +16,005 shares

    1.96% of the 13F portfolio, value $11,043,237.

    13F-HR 0001214659-25-011840 filed by Soundwatch Capital 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 21,619 shares
    Change vs previous 13F -1,948 shares

    0.25% of the 13F portfolio, value $541,328.

    13F-HR 0001214659-25-007004 filed by Soundwatch Capital 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 23,567 shares
    Change vs previous 13F +17,859 shares

    0.07% of the 13F portfolio, value $656,806.

    13F-HR 0001214659-25-002524 filed by Soundwatch Capital 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 5,708 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $594,686.

    13F-HR 0001214659-24-018597 filed by Soundwatch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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