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ATLANTIC FAMILY WEALTH, LLC: SCHD position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 9,173 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,173 shares
    Change vs previous 13F -1,815 shares

    0.19% of the 13F portfolio, value $290,876.

    13F-HR 0002012511-26-000004 filed by ATLANTIC FAMILY WEALTH, 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 10,988 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $337,112.

    13F-HR 0002012511-26-000002 filed by ATLANTIC FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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