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Disclosery

Womack Financial LLC: SCHG position timeline

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

Womack Financial LLC held 362,029 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 362,029 shares
    Change vs previous 13F -1,530 shares

    8.1% of the 13F portfolio, value $12,251,069.

    13F-HR 0002107079-26-000009 filed by Womack Financial 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 363,559 shares
    Change vs previous 13F +3,545 shares

    7.79% of the 13F portfolio, value $10,590,475.

    13F-HR 0002107079-26-000008 filed by Womack Financial 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 360,014 shares
    Change vs previous 13F -1,079 shares

    8.67% of the 13F portfolio, value $11,743,656.

    13F-HR 0002107079-26-000005 filed by Womack Financial 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 361,093 shares
    Change vs previous 13F +10,194 shares

    8.74% of the 13F portfolio, value $11,522,469.

    13F-HR 0002107079-26-000004 filed by Womack Financial 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/A 350,899 shares
    Change vs previous 13F +8,357 shares

    8.54% of the 13F portfolio, value $10,249,770.

    13F-HR/A 0002107079-26-000007 filed by Womack Financial 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/A 342,542 shares
    Change vs previous 13F -2,044 shares

    7.85% of the 13F portfolio, value $8,577,251.

    13F-HR/A 0002107079-26-000006 filed by Womack Financial 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 344,586 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $9,603,615.

    13F-HR 0002107079-26-000001 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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