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Disclosery

Bear Mountain Capital, Inc.: SCHD position timeline

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

Bear Mountain Capital, Inc. held 40 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $1,287.

    13F-HR 0002009419-26-000006 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -60 shares

    13F-HR 0002009419-25-000006 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 60 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,553.

    13F-HR 0002009419-25-000003 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 60 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,685.

    13F-HR 0002009419-25-000001 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 60 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,714.

    13F-HR 0002009419-24-000005 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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