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Disclosery

SWMG, LLC: SCHG position timeline

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

SWMG, LLC held 16,754 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,754 shares
    Change vs previous 13F +1,959 shares

    0.14% of the 13F portfolio, value $579,353.

    13F-HR 0001839255-26-000003 filed by SWMG, 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 14,795 shares
    Change vs previous 13F +85 shares

    0.12% of the 13F portfolio, value $430,978.

    13F-HR 0001839255-26-000002 filed by SWMG, 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 14,710 shares
    Change vs previous 13F +270 shares

    0.13% of the 13F portfolio, value $457,628.

    13F-HR 0001839255-26-000001 filed by SWMG, 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 14,440 shares
    Change vs previous 13F +6,104 shares

    0.14% of the 13F portfolio, value $466,990.

    13F-HR 0001839255-25-000003 filed by SWMG, 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 8,336 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $252,581.

    13F-HR 0002001434-25-000008 filed by SWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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