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Balefire, LLC: SCHD position timeline

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

Balefire, LLC held 76,700 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 76,700 shares
    Change vs previous 13F +40,727 shares

    0.39% of the 13F portfolio, value $2,495,057.

    13F-HR 0001085146-26-000863 filed by Balefire, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,973 shares
    Change vs previous 13F +10,252 shares

    0.19% of the 13F portfolio, value $1,140,719.

    13F-HR 0001750924-26-000003 filed by Balefire, 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 25,721 shares
    Change vs previous 13F +256 shares

    0.15% of the 13F portfolio, value $789,127.

    13F-HR 0001750924-26-000002 filed by Balefire, 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 25,465 shares
    Change vs previous 13F -2,310 shares

    0.14% of the 13F portfolio, value $698,497.

    13F-HR 0001750924-26-000001 filed by Balefire, 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 27,775 shares
    Change vs previous 13F -1,169 shares

    0.15% of the 13F portfolio, value $758,256.

    13F-HR 0001085146-25-005831 filed by Balefire, 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 28,944 shares
    Change vs previous 13F +860 shares

    0.17% of the 13F portfolio, value $767,008.

    13F-HR 0001085146-25-003620 filed by Balefire, 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 28,084 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $785,219.

    13F-HR 0001085146-25-002290 filed by Balefire, LLC
    Filed (acceptance time not in the bulk data set), ingested

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