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SpringVest Wealth Management LLC: SCHG position timeline

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

SpringVest Wealth Management LLC held 27,121 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,121 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $917,775.

    13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management 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 27,121 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $790,035.

    13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management 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 27,121 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $884,687.

    13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management 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 27,121 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $865,431.

    13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management 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 27,121 shares
    Change vs previous 13F -2,400 shares

    0.64% of the 13F portfolio, value $792,204.

    13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management 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 29,521 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $739,206.

    13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management 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 29,521 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $822,750.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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