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Wilkins Miller Wealth Management, LLC: SCHG position timeline

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

Wilkins Miller Wealth Management, LLC held 298,497 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 298,497 shares
    Change vs previous 13F +178 shares

    6.06% of the 13F portfolio, value $10,724,983.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 298,319 shares
    Change vs previous 13F -1,551 shares

    5.55% of the 13F portfolio, value $10,095,124.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    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 299,870 shares
    Change vs previous 13F +3,116 shares

    5.28% of the 13F portfolio, value $8,735,224.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 296,754 shares
    Change vs previous 13F +253 shares

    5.76% of the 13F portfolio, value $9,680,133.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 296,501 shares
    Change vs previous 13F +6,660 shares

    5.86% of the 13F portfolio, value $9,461,371.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 289,841 shares
    Change vs previous 13F +14,353 shares

    5.76% of the 13F portfolio, value $8,466,302.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    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 275,488 shares
    Change vs previous 13F +15,325 shares

    5.19% of the 13F portfolio, value $6,898,244.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 260,163 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $7,250,765.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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