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Disclosery

ACAS, LLC: SCHD position timeline

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

ACAS, LLC held 81,959 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 81,959 shares
    Change vs previous 13F -1,181 shares

    1.51% of the 13F portfolio, value $2,250,608.

    13F-HR 0001754960-25-000611 filed by ACAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 83,140 shares
    Change vs previous 13F +23 shares

    1.63% of the 13F portfolio, value $2,137,532.

    13F-HR 0001754960-25-000274 filed by ACAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 83,117 shares
    Change vs previous 13F +55,199 shares

    1.72% of the 13F portfolio, value $2,323,125.

    13F-HR 0001754960-25-000107 filed by ACAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 27,918 shares
    Change vs previous 13F -182 shares

    1.95% of the 13F portfolio, value $2,359,934.

    13F-HR 0001754960-24-000543 filed by ACAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 28,100 shares
    Change vs previous 13F -607 shares

    2.02% of the 13F portfolio, value $2,320,504.

    13F-HR 0001754960-24-000424 filed by ACAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 28,707 shares
    Change vs previous 13F -321 shares

    2.24% of the 13F portfolio, value $2,314,674.

    13F-HR 0001754960-24-000197 filed by ACAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 29,028 shares
    Change vs previous 13F -402 shares

    2.52% of the 13F portfolio, value $2,209,921.

    13F-HR 0001754960-24-000068 filed by ACAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 29,430 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $2,082,484.

    13F-HR 0001754960-23-000298 filed by ACAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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