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Disclosery

WARNER FINANCIAL, INC: SCHG position timeline

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

WARNER FINANCIAL, INC held 306,809 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,809 shares
    Change vs previous 13F +5,621 shares

    3.05% of the 13F portfolio, value $10,382,415.

    13F-HR 0001951757-26-000986 filed by WARNER FINANCIAL, INC
    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 301,188 shares
    Change vs previous 13F +1,746 shares

    3.01% of the 13F portfolio, value $8,774,000.

    13F-HR 0001951757-26-000546 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 299,442 shares
    Change vs previous 13F +3,691 shares

    3.39% of the 13F portfolio, value $9,768,000.

    13F-HR 0001927175-26-000001 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 295,751 shares
    Change vs previous 13F +1,491 shares

    3.52% of the 13F portfolio, value $9,437,000.

    13F-HR 0001927175-25-000007 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 294,260 shares
    Change vs previous 13F +5,009 shares

    3.55% of the 13F portfolio, value $8,595,000.

    13F-HR 0001927175-25-000005 filed by WARNER FINANCIAL, INC
    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 289,251 shares
    Change vs previous 13F -5,474 shares

    3.2% of the 13F portfolio, value $7,243,000.

    13F-HR 0001927175-25-000002 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 294,725 shares
    Change vs previous 13F +231,364 shares

    3.53% of the 13F portfolio, value $8,214,000.

    13F-HR 0001927175-25-000001 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 63,361 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $6,601,000.

    13F-HR 0001927175-24-000006 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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