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Disclosery

Attessa Capital LLC: SCHD position timeline

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

Attessa Capital LLC held 43,275 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,275 shares
    Change vs previous 13F -735 shares

    0.6% of the 13F portfolio, value $1,407,744.

    13F-HR 0001754960-26-000830 filed by Attessa Capital LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,010 shares
    Change vs previous 13F -535 shares

    0.63% of the 13F portfolio, value $1,395,542.

    13F-HR 0001754960-26-000414 filed by Attessa 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 ended2026-03-31
    13F 44,545 shares
    Change vs previous 13F -7,500 shares

    0.74% of the 13F portfolio, value $1,366,639.

    13F-HR 0001754960-26-000202 filed by Attessa 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 ended2025-12-31
    13F 52,045 shares
    Change vs previous 13F -31 shares

    0.78% of the 13F portfolio, value $1,427,597.

    13F-HR 0001754960-26-000006 filed by Attessa 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 ended2025-09-30
    13F 52,076 shares
    Change vs previous 13F -14,894 shares

    0.84% of the 13F portfolio, value $1,421,686.

    13F-HR 0001754960-25-000724 filed by Attessa 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 ended2025-06-30
    13F 66,970 shares
    Change vs previous 13F -9,617 shares

    1.14% of the 13F portfolio, value $1,774,704.

    13F-HR 0001754960-25-000392 filed by Attessa 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 ended2025-03-31
    13F 76,587 shares
    Change vs previous 13F -9,880 shares

    1.4% of the 13F portfolio, value $2,141,385.

    13F-HR 0001754960-25-000186 filed by Attessa 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 ended2024-12-31
    13F 86,467 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,362,292.

    13F-HR 0001754960-25-000084 filed by Attessa Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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