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Disclosery

Yoffe Investment Management, LLC: SCHG position timeline

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

Yoffe Investment Management, LLC held 13,824 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 13,824 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $467,804.

    13F-HR 0002056336-26-000007 filed by Yoffe Investment Management, 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 13,824 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $402,693.

    13F-HR 0002056336-26-000004 filed by Yoffe Investment 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 ended2025-12-31
    13F 13,824 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $450,939.

    13F-HR 0002056336-26-000002 filed by Yoffe Investment 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 ended2025-09-30
    13F 13,824 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $441,124.

    13F-HR 0002056336-25-000005 filed by Yoffe Investment 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 ended2025-06-30
    13F 13,824 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $403,799.

    13F-HR 0002056336-25-000003 filed by Yoffe Investment 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 ended2025-03-31
    13F 13,824 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $346,153.

    13F-HR 0001172661-25-001503 filed by Yoffe Investment 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 ended2024-12-31
    13F/A 13,824 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $385,275.

    13F-HR/A 0001172661-25-001342 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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