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Aurora Private Wealth, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aurora Private Wealth, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Aurora Private Wealth, Inc. held 55,142 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,142 shares
    Change vs previous 13F +197 shares

    1.11% of the 13F portfolio, value $1,749,000.

    13F-HR 0001802132-26-000003 filed by Aurora Private Wealth, 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 54,945 shares
    Change vs previous 13F -20,022 shares

    1.08% of the 13F portfolio, value $1,523,000.

    13F-HR 0001802132-26-000002 filed by Aurora Private Wealth, 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 74,967 shares
    Change vs previous 13F +8,663 shares

    1.35% of the 13F portfolio, value $2,054,000.

    13F-HR 0001802132-26-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 66,304 shares
    Change vs previous 13F +2,704 shares

    1.3% of the 13F portfolio, value $1,757,000.

    13F-HR 0001802132-25-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 63,600 shares
    Change vs previous 13F +57 shares

    1.42% of the 13F portfolio, value $1,778,000.

    13F-HR/A 0001802132-25-000003 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 63,543 shares
    Change vs previous 13F +40,911 shares

    1.3% of the 13F portfolio, value $1,736,000.

    13F-HR 0001802132-25-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 22,632 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,913,000.

    13F-HR 0001802132-24-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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