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Disclosery

Tiller Private Wealth, Inc.: SCHG position timeline

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

Tiller Private Wealth, Inc. held 0 SCHG shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -17,200 shares

    13F-HR 0001663649-26-000001 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 17,200 shares
    Change vs previous 13F -115 shares

    0.2% of the 13F portfolio, value $548,852.

    13F-HR 0001663649-25-000002 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 17,315 shares
    Change vs previous 13F -3,173 shares

    0.19% of the 13F portfolio, value $506,000.

    13F-HR 0001085146-25-003916 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 20,488 shares
    Change vs previous 13F +500 shares

    0.21% of the 13F portfolio, value $513,000.

    13F-HR 0001085146-25-002880 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 19,988 shares
    Change vs previous 13F +14,984 shares

    0.24% of the 13F portfolio, value $557,066.

    13F-HR 0001085146-25-001259 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,004 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $521,317.

    13F-HR 0001085146-24-005404 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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