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Disclosery

Sunbelt Securities, Inc.: SCHG position timeline

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

Sunbelt Securities, Inc. held 744,512 SCHG shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 744,512 shares
    Change vs previous 13F +17,532 shares

    1.37% of the 13F portfolio, value $21,687,624.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 726,980 shares
    Change vs previous 13F +22,693 shares

    1.58% of the 13F portfolio, value $23,714,085.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 704,287 shares
    Change vs previous 13F +33,078 shares

    1.55% of the 13F portfolio, value $22,473,784.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 671,209 shares
    Change vs previous 13F +12,266 shares

    1.65% of the 13F portfolio, value $18,706,589.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 658,943 shares
    Change vs previous 13F -12,634 shares

    1.47% of the 13F portfolio, value $16,499,942.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 671,577 shares
    Change vs previous 13F +486,196 shares

    1.67% of the 13F portfolio, value $18,898,171.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 185,381 shares
    Change vs previous 13F +4,361 shares

    1.89% of the 13F portfolio, value $19,312,968.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 181,020 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $18,254,039.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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