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Disclosery

Wedmont Private Capital: SCHG position timeline

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

Wedmont Private Capital held 110,007 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 110,007 shares
    Change vs previous 13F +3,515 shares

    0.1% of the 13F portfolio, value $4,006,470.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 106,492 shares
    Change vs previous 13F +743 shares

    0.1% of the 13F portfolio, value $3,689,934.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 105,749 shares
    Change vs previous 13F +25 shares

    0.1% of the 13F portfolio, value $3,209,476.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 105,724 shares
    Change vs previous 13F +33,050 shares

    0.12% of the 13F portfolio, value $3,480,450.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 72,674 shares
    Change vs previous 13F +5,901 shares

    0.09% of the 13F portfolio, value $2,337,934.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 66,773 shares
    Change vs previous 13F +387 shares

    0.08% of the 13F portfolio, value $1,965,790.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    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 66,386 shares
    Change vs previous 13F +15,029 shares

    0.08% of the 13F portfolio, value $1,617,174.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    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 51,357 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,423,105.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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