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Disclosery

Wealth Group Ltd: SCHX position timeline

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

Wealth Group Ltd held 132,942 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 132,942 shares
    Change vs previous 13F -912 shares

    0.75% of the 13F portfolio, value $4,030,801.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 133,854 shares
    Change vs previous 13F -1,222 shares

    0.75% of the 13F portfolio, value $3,939,313.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 135,076 shares
    Change vs previous 13F +3,410 shares

    0.79% of the 13F portfolio, value $3,463,350.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 131,666 shares
    Change vs previous 13F +542 shares

    0.79% of the 13F portfolio, value $3,543,144.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 131,124 shares
    Change vs previous 13F -266 shares

    0.8% of the 13F portfolio, value $3,453,812.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 131,390 shares
    Change vs previous 13F +15,257 shares

    0.82% of the 13F portfolio, value $3,211,166.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 116,133 shares
    Change vs previous 13F -1,130 shares

    0.75% of the 13F portfolio, value $2,564,206.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 117,263 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,718,157.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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