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Disclosery

Aspen Grove Capital, LLC: SCHD position timeline

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

Aspen Grove Capital, LLC held 100,375 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 100,375 shares
    Change vs previous 13F +2,271 shares

    0.46% of the 13F portfolio, value $3,182,970.

    13F-HR 0001806027-26-000008 filed by Aspen Grove Capital, 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 98,104 shares
    Change vs previous 13F -810 shares

    0.59% of the 13F portfolio, value $3,009,968.

    13F-HR 0001806027-26-000006 filed by Aspen Grove Capital, 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 98,914 shares
    Change vs previous 13F -10,273 shares

    0.47% of the 13F portfolio, value $2,713,320.

    13F-HR 0001806027-26-000002 filed by Aspen Grove Capital, 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 109,187 shares
    Change vs previous 13F +7,028 shares

    0.5% of the 13F portfolio, value $2,980,909.

    13F-HR 0001806027-25-000003 filed by Aspen Grove Capital, 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 102,159 shares
    Change vs previous 13F +1,017 shares

    0.46% of the 13F portfolio, value $2,707,345.

    13F-HR 0001085146-25-005248 filed by Aspen Grove Capital, 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 101,142 shares
    Change vs previous 13F +189 shares

    0.54% of the 13F portfolio, value $2,828,036.

    13F-HR 0001085146-25-003149 filed by Aspen Grove Capital, 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 100,953 shares
    Change vs previous 13F +68,006 shares

    0.58% of the 13F portfolio, value $2,758,163.

    13F-HR 0001085146-25-001466 filed by Aspen Grove Capital, 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 32,947 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,785,332.

    13F-HR 0001085146-24-005621 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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