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BOYUM WEALTH ARCHITECTS LLC: SCHD position timeline

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

BOYUM WEALTH ARCHITECTS LLC held 7,631 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,631 shares
    Change vs previous 13F -24,223 shares

    0.1% of the 13F portfolio, value $249,691.

    13F-HR 0002068635-26-000005 filed by BOYUM WEALTH ARCHITECTS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,854 shares
    Change vs previous 13F -4,560 shares

    0.41% of the 13F portfolio, value $1,037,155.

    13F-HR 0002068635-26-000004 filed by BOYUM WEALTH ARCHITECTS 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 36,414 shares
    Change vs previous 13F +2,876 shares

    0.48% of the 13F portfolio, value $1,160,141.

    13F-HR 0002068635-26-000002 filed by BOYUM WEALTH ARCHITECTS 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 33,538 shares
    Change vs previous 13F -5,114 shares

    0.46% of the 13F portfolio, value $977,286.

    13F-HR 0002068635-26-000001 filed by BOYUM WEALTH ARCHITECTS 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 38,652 shares
    Change vs previous 13F +1,132 shares

    0.65% of the 13F portfolio, value $1,055,203.

    13F-HR 0002068635-25-000007 filed by BOYUM WEALTH ARCHITECTS 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 37,520 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $994,275.

    13F-HR 0002068635-25-000005 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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