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Disclosery

Bonfire Financial: SCHD position timeline

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

Bonfire Financial held 25,412 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,412 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $805,820.

    13F-HR 0001762539-26-000004 filed by Bonfire Financial
    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 25,412 shares
    Change vs previous 13F +47 shares

    0.59% of the 13F portfolio, value $779,645.

    13F-HR 0001762539-26-000003 filed by Bonfire Financial
    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 25,365 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $695,766.

    13F-HR 0001762539-26-000001 filed by Bonfire Financial
    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 25,365 shares
    Change vs previous 13F -2,553 shares

    0.53% of the 13F portfolio, value $692,469.

    13F-HR 0001762539-25-000005 filed by Bonfire Financial
    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 27,918 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $739,831.

    13F-HR 0001762539-25-000002 filed by Bonfire Financial
    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 27,918 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $780,592.

    13F-HR 0001762539-25-000001 filed by Bonfire Financial
    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 27,918 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $762,724.

    13F-HR 0002012421-25-000003 filed by Bonfire Financial
    Filed (acceptance time not in the bulk data set), ingested

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