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Yanni & Associates Investment Advisors, LLC: SCHG position timeline

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

Yanni & Associates Investment Advisors, LLC held 29,872 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,872 shares
    Change vs previous 13F -838 shares

    0.98% of the 13F portfolio, value $1,073,301.

    13F-HR 0002085853-26-001168 filed by Yanni & Associates Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,710 shares
    Change vs previous 13F -1,128 shares

    0.96% of the 13F portfolio, value $1,039,226.

    13F-HR 0002085853-26-000662 filed by Yanni & Associates Investment Advisors, 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 31,838 shares
    Change vs previous 13F -1,147 shares

    0.96% of the 13F portfolio, value $927,441.

    13F-HR 0002085853-26-000321 filed by Yanni & Associates Investment Advisors, 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 32,985 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,075,971.

    13F-HR 0002085853-26-000213 filed by Yanni & Associates Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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