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Disclosery

BURKETT FINANCIAL SERVICES, LLC: SCHD position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 1,694,694 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,694,694 shares
    Change vs previous 13F -13,778 shares

    16.64% of the 13F portfolio, value $55,128,405.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,708,472 shares
    Change vs previous 13F -14,487 shares

    16.95% of the 13F portfolio, value $54,175,667.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, 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 1,722,959 shares
    Change vs previous 13F -2,940 shares

    18.11% of the 13F portfolio, value $52,860,401.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, 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 1,725,899 shares
    Change vs previous 13F +57,214 shares

    16.16% of the 13F portfolio, value $47,341,425.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, 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 1,668,685 shares
    Change vs previous 13F +29,315 shares

    15.7% of the 13F portfolio, value $45,555,096.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, 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 1,639,370 shares
    Change vs previous 13F +59,201 shares

    15.64% of the 13F portfolio, value $43,443,302.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,580,169 shares
    Change vs previous 13F +38,030 shares

    18% of the 13F portfolio, value $44,181,534.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,542,139 shares
    Change vs previous 13F not available

    17.22% of the 13F portfolio, value $42,131,237.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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