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Disclosery

Blue Barn Wealth, LLC: SCHD position timeline

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

Blue Barn Wealth, LLC held 288,349 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 288,349 shares
    Change vs previous 13F -246,430 shares

    11.52% of the 13F portfolio, value $7,909,412.

    13F-HR 0001879206-26-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 534,779 shares
    Change vs previous 13F +43,703 shares

    6.41% of the 13F portfolio, value $14,597,393.

    13F-HR 0001879206-25-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 491,076 shares
    Change vs previous 13F +14,354 shares

    6.13% of the 13F portfolio, value $13,013,623.

    13F-HR 0001879206-25-000003 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 476,722 shares
    Change vs previous 13F +27,617 shares

    6.95% of the 13F portfolio, value $13,329,129.

    13F-HR 0001879206-25-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 449,105 shares
    Change vs previous 13F +305,264 shares

    6.47% of the 13F portfolio, value $12,269,540.

    13F-HR 0001879206-25-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 143,841 shares
    Change vs previous 13F +6,898 shares

    6.24% of the 13F portfolio, value $12,158,873.

    13F-HR 0001879206-24-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 136,943 shares
    Change vs previous 13F +4,032 shares

    5.93% of the 13F portfolio, value $10,655,412.

    13F-HR 0001879206-24-000004 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 132,911 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $10,716,685.

    13F-HR 0001879206-24-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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