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Disclosery

Westmount Partners, LLC: SCHG position timeline

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

Westmount Partners, LLC held 64,114 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,114 shares
    Change vs previous 13F -1,441 shares

    0.48% of the 13F portfolio, value $2,169,629.

    13F-HR 0002051491-26-000004 filed by Westmount Partners, LLC
    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 65,555 shares
    Change vs previous 13F -892 shares

    0.47% of the 13F portfolio, value $1,909,621.

    13F-HR 0002051491-26-000003 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 66,447 shares
    Change vs previous 13F +1,781 shares

    0.54% of the 13F portfolio, value $2,167,499.

    13F-HR 0002051491-26-000001 filed by Westmount Partners, LLC
    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 64,666 shares
    Change vs previous 13F +13 shares

    0.54% of the 13F portfolio, value $2,075,120.

    13F-HR 0002051491-25-000017 filed by Westmount Partners, LLC
    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 64,653 shares
    Change vs previous 13F +44,508 shares

    0.52% of the 13F portfolio, value $1,888,507.

    13F-HR 0002051491-25-000015 filed by Westmount Partners, LLC
    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 20,145 shares
    Change vs previous 13F +28 shares

    0.15% of the 13F portfolio, value $504,442.

    13F-HR 0002051491-25-000013 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,117 shares
    Change vs previous 13F +15,090 shares

    0.17% of the 13F portfolio, value $560,664.

    13F-HR 0002051491-25-000002 filed by Westmount Partners, LLC
    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 5,027 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $523,705.

    13F-HR 0002051491-25-000001 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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