Skip to content
Disclosery

Arden Trust Co: SCHD position timeline

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

Arden Trust Co held 75,359 SCHD shares at 2024-06-30 per its 13F-HR filed 2024-07-09.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 75,359 shares
    Change vs previous 13F -111 shares

    0.82% of the 13F portfolio, value $5,859,914.

    13F-HR 0001780607-24-000003 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 75,470 shares
    Change vs previous 13F -15,513 shares

    0.85% of the 13F portfolio, value $6,085,146.

    13F-HR 0001780607-24-000002 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 90,983 shares
    Change vs previous 13F -63,835 shares

    1.02% of the 13F portfolio, value $6,926,538.

    13F-HR 0001780607-24-000001 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 154,818 shares
    Change vs previous 13F -42,674 shares

    1.82% of the 13F portfolio, value $10,954,920.

    13F-HR 0001780607-23-000005 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 197,492 shares
    Change vs previous 13F -10,287 shares

    2.35% of the 13F portfolio, value $14,342,000.

    13F-HR 0001780607-23-000004 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 207,779 shares
    Change vs previous 13F +25,882 shares

    2.74% of the 13F portfolio, value $15,201,000.

    13F-HR 0001780607-23-000003 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F/A 181,897 shares
    Change vs previous 13F +104,134 shares

    2.79% of the 13F portfolio, value $13,740,495.

    13F-HR/A 0001780607-23-000002 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 77,763 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,166,000.

    13F-HR 0001780607-22-000005 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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