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Von Berge Wealth Management Group, LLC: SCHA position timeline

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

Von Berge Wealth Management Group, LLC held 0 SCHA shares at 2025-09-30 per its 13F-HR filed 2025-10-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -77,875 shares

    13F-HR 0001085146-25-005787 filed by Von Berge Wealth Management Group, LLC
    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 ended2025-06-30
    13F 77,875 shares
    Change vs previous 13F -42 shares

    1.15% of the 13F portfolio, value $2,040,336.

    13F-HR 0001085146-25-004146 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 77,917 shares
    Change vs previous 13F +1,082 shares

    1.14% of the 13F portfolio, value $1,773,394.

    13F-HR 0001085146-25-002380 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 76,835 shares
    Change vs previous 13F +363 shares

    1.25% of the 13F portfolio, value $2,071,472.

    13F-HR 0001085146-25-000847 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 76,472 shares
    Change vs previous 13F +28,012 shares

    1.3% of the 13F portfolio, value $2,102,211.

    13F-HR 0001085146-24-005557 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 48,460 shares
    Change vs previous 13F -57 shares

    1.45% of the 13F portfolio, value $2,280,546.

    13F-HR 0001085146-24-003181 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 48,517 shares
    Change vs previous 13F +8,903 shares

    1.54% of the 13F portfolio, value $2,388,983.

    13F-HR 0001085146-24-001777 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 39,614 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,809,555.

    13F-HR 0001085146-24-000358 filed by Von Berge Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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