WEALTHGARDEN F.S. LLC: SCHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHGARDEN F.S. LLC on SCHR, newest first. How the timeline and the estimate are built.
WEALTHGARDEN F.S. LLC held 51,679 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 51,679 sharesChange vs previous 13F -28 shares
0.72% of the 13F portfolio, value $1,274,401.
13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 51,707 sharesChange vs previous 13F +13,071 shares
0.88% of the 13F portfolio, value $1,288,019.
13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,636 sharesChange vs previous 13F +7,288 shares
0.64% of the 13F portfolio, value $967,440.
13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,348 sharesChange vs previous 13F +751 shares
0.57% of the 13F portfolio, value $793,099.
13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,597 sharesChange vs previous 13F +5,100 shares
0.63% of the 13F portfolio, value $760,024.
13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,497 sharesChange vs previous 13F +4,625 shares
0.61% of the 13F portfolio, value $633,849.
13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,872 sharesChange vs previous 13F +14,972 shares
0.47% of the 13F portfolio, value $506,975.
13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 5,900 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $298,559.
13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).