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Disclosery

Stolper Co: SCHG position timeline

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

Stolper Co held 9,170 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,170 shares
    Change vs previous 13F -7,829 shares

    0.08% of the 13F portfolio, value $310,000.

    13F-HR 0001808195-26-000003 filed by Stolper Co
    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 16,999 shares
    Change vs previous 13F +7,829 shares

    0.64% of the 13F portfolio, value $2,247,000.

    13F-HR 0001808195-26-000002 filed by Stolper Co
    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 9,170 shares
    Change vs previous 13F -99 shares

    0.09% of the 13F portfolio, value $299,000.

    13F-HR 0001808195-26-000001 filed by Stolper Co
    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/A 9,269 shares
    Change vs previous 13F -276 shares

    0.09% of the 13F portfolio, value $296,000.

    13F-HR/A 0001808195-25-000011 filed by Stolper Co
    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 9,545 shares
    Change vs previous 13F -61 shares

    0.09% of the 13F portfolio, value $279,000.

    13F-HR 0001808195-25-000008 filed by Stolper Co
    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 9,606 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $241,000.

    13F-HR 0001808195-25-000006 filed by Stolper Co
    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 9,606 shares
    Change vs previous 13F +7,162 shares

    0.09% of the 13F portfolio, value $268,000.

    13F-HR 0001808195-25-000001 filed by Stolper Co
    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 2,444 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $255,000.

    13F-HR 0001808195-24-000010 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

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