Skip to content

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors on SCHD, newest first. How the timeline and the estimate are built.

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors held 59,471 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,471 shares
    Change vs previous 13F +2,373 shares

    0.21% of the 13F portfolio, value $1,885,816.

    13F-HR 0001754960-26-000442 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 57,098 shares
    Change vs previous 13F +714 shares

    0.21% of the 13F portfolio, value $1,751,780.

    13F-HR 0001754960-26-000354 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 56,384 shares
    Change vs previous 13F +20 shares

    0.19% of the 13F portfolio, value $1,546,609.

    13F-HR 0001754960-26-000172 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 56,364 shares
    Change vs previous 13F +18 shares

    0.18% of the 13F portfolio, value $1,538,746.

    13F-HR 0001754960-25-000710 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 56,346 shares
    Change vs previous 13F +1,203 shares

    0.21% of the 13F portfolio, value $1,493,167.

    13F-HR 0001754960-25-000525 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 55,143 shares
    Change vs previous 13F +921 shares

    0.23% of the 13F portfolio, value $1,520,845.

    13F-HR 0001754960-25-000217 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 54,222 shares
    Change vs previous 13F +36,062 shares

    0.22% of the 13F portfolio, value $1,481,341.

    13F-HR 0001754960-25-000112 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,160 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,535,073.

    13F-HR 0001754960-24-000535 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    Filed (acceptance time not in the bulk data set), ingested

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