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Disclosery

William Mack & Associates, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Mack & Associates, Inc. on SCHG, newest first. How the timeline and the estimate are built.

William Mack & Associates, Inc. held 379,763 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379,763 shares
    Change vs previous 13F +161,966 shares

    4.53% of the 13F portfolio, value $12,851,170.

    13F-HR 0001754960-26-000473 filed by William Mack & Associates, Inc.
    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 217,797 shares
    Change vs previous 13F -174,812 shares

    3.63% of the 13F portfolio, value $6,344,429.

    13F-HR 0001754960-26-000244 filed by William Mack & Associates, Inc.
    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 392,609 shares
    Change vs previous 13F -130,259 shares

    6.03% of the 13F portfolio, value $12,806,904.

    13F-HR 0001754960-26-000159 filed by William Mack & Associates, Inc.
    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 522,868 shares
    Change vs previous 13F -130,367 shares

    8.97% of the 13F portfolio, value $16,684,714.

    13F-HR 0001754960-25-000794 filed by William Mack & Associates, Inc.
    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 653,235 shares
    Change vs previous 13F +67,977 shares

    12.12% of the 13F portfolio, value $19,080,988.

    13F-HR 0001754960-25-000806 filed by William Mack & Associates, Inc.
    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 585,258 shares
    Change vs previous 13F +154,941 shares

    12.55% of the 13F portfolio, value $14,654,852.

    13F-HR 0001754960-25-000805 filed by William Mack & Associates, Inc.
    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 430,317 shares
    Change vs previous 13F not available

    12.56% of the 13F portfolio, value $11,992,923.

    13F-HR 0001754960-25-000804 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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