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Disclosery

Avant Capital LLC: SCHD position timeline

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

Avant Capital LLC held 289,514 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,514 shares
    Change vs previous 13F -4,514 shares

    5.75% of the 13F portfolio, value $9,180,477.

    13F-HR 0001951757-26-001256 filed by Avant 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 294,028 shares
    Change vs previous 13F -6,886 shares

    6.34% of the 13F portfolio, value $9,020,794.

    13F-HR 0001951757-26-000833 filed by Avant 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 300,914 shares
    Change vs previous 13F -9,981 shares

    5.67% of the 13F portfolio, value $8,254,065.

    13F-HR 0001951757-26-000452 filed by Avant 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 310,895 shares
    Change vs previous 13F -7,711 shares

    5.97% of the 13F portfolio, value $8,487,440.

    13F-HR 0001951757-25-001369 filed by Avant 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 318,606 shares
    Change vs previous 13F -2,540 shares

    6.55% of the 13F portfolio, value $8,443,053.

    13F-HR 0001951757-25-001092 filed by Avant 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 321,146 shares
    Change vs previous 13F +6,875 shares

    7.47% of the 13F portfolio, value $8,979,250.

    13F-HR 0001951757-25-000532 filed by Avant 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 314,271 shares
    Change vs previous 13F not available

    7.12% of the 13F portfolio, value $8,585,888.

    13F-HR 0001951757-25-000233 filed by Avant Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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