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Vista Cima Wealth Management LLC: SCHG position timeline

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

Vista Cima Wealth Management LLC held 403,164 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,164 shares
    Change vs previous 13F +4,419 shares

    10.16% of the 13F portfolio, value $13,643,055.

    13F-HR 0002055907-26-000003 filed by Vista Cima 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 398,745 shares
    Change vs previous 13F -76,788 shares

    11.47% of the 13F portfolio, value $11,615,449.

    13F-HR 0002055907-26-000002 filed by Vista Cima 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 475,533 shares
    Change vs previous 13F +10,698 shares

    12.93% of the 13F portfolio, value $15,511,873.

    13F-HR 0002055907-26-000001 filed by Vista Cima 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 464,835 shares
    Change vs previous 13F +11,414 shares

    12.36% of the 13F portfolio, value $14,832,901.

    13F-HR 0002055907-25-000005 filed by Vista Cima 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 453,421 shares
    Change vs previous 13F +10,550 shares

    12.38% of the 13F portfolio, value $13,244,418.

    13F-HR 0001085146-25-004790 filed by Vista Cima 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/A 442,871 shares
    Change vs previous 13F +75,570 shares

    11.94% of the 13F portfolio, value $11,089,493.

    13F-HR/A 0001085146-25-003411 filed by Vista Cima 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 367,301 shares
    Change vs previous 13F not available

    10.64% of the 13F portfolio, value $10,236,667.

    13F-HR 0001085146-25-001685 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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