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Disclosery

BROWN, LISLE/CUMMINGS, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on SCHD, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 14,555 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,555 shares
    Change vs previous 13F +5,420 shares

    0.1% of the 13F portfolio, value $461,539.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 9,135 shares
    Change vs previous 13F +400 shares

    0.07% of the 13F portfolio, value $280,262.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, INC.
    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 8,735 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $239,601.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 8,735 shares
    Change vs previous 13F -225 shares

    0.06% of the 13F portfolio, value $238,466.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, INC.
    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 8,960 shares
    Change vs previous 13F +1,025 shares

    0.06% of the 13F portfolio, value $237,440.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    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 7,935 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $221,863.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, INC.
    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 7,935 shares
    Change vs previous 13F +5,390 shares

    0.06% of the 13F portfolio, value $216,784.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 2,545 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $215,129.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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