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Disclosery

AMERIFLEX GROUP, INC.: SCHD position timeline

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

AMERIFLEX GROUP, INC. held 44,089 SCHD 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 44,089 shares
    Change vs previous 13F +5,114 shares

    0.57% of the 13F portfolio, value $1,398,078.

    13F-HR 0002057637-26-000003 filed by AMERIFLEX GROUP, INC.
    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 38,975 shares
    Change vs previous 13F +22,555 shares

    0.61% of the 13F portfolio, value $1,195,752.

    13F-HR 0002057637-26-000002 filed by AMERIFLEX GROUP, INC.
    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 16,420 shares
    Change vs previous 13F -9,717 shares

    0.23% of the 13F portfolio, value $450,401.

    13F-HR 0002057637-26-000001 filed by AMERIFLEX GROUP, INC.
    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 26,137 shares
    Change vs previous 13F -50,714 shares

    0.27% of the 13F portfolio, value $713,536.

    13F-HR 0002057637-25-000006 filed by AMERIFLEX GROUP, INC.
    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 76,851 shares
    Change vs previous 13F +29,448 shares

    1.07% of the 13F portfolio, value $2,028,088.

    13F-HR 0002057637-25-000003 filed by AMERIFLEX GROUP, INC.
    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 47,403 shares
    Change vs previous 13F -830 shares

    0.54% of the 13F portfolio, value $1,325,380.

    13F-HR 0002057637-25-000002 filed by AMERIFLEX GROUP, INC.
    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 48,233 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,342,312.

    13F-HR 0002057637-25-000001 filed by AMERIFLEX GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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