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Disclosery

Allie Family Office LLC: SCHD position timeline

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

Allie Family Office LLC held 0 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -24,173 shares

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F/A 24,173 shares
    Change vs previous 13F +1,720 shares

    0.32% of the 13F portfolio, value $741,628.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 22,453 shares
    Change vs previous 13F -20,792 shares

    0.29% of the 13F portfolio, value $615,886.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 43,245 shares
    Change vs previous 13F +139 shares

    0.56% of the 13F portfolio, value $1,180,585.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 43,106 shares
    Change vs previous 13F +267 shares

    0.57% of the 13F portfolio, value $1,142,322.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 42,839 shares
    Change vs previous 13F +9,313 shares

    0.65% of the 13F portfolio, value $1,197,789.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 33,526 shares
    Change vs previous 13F +23,885 shares

    0.51% of the 13F portfolio, value $915,927.

    13F-HR 0001908612-25-000004 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 9,641 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $814,964.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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