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Disclosery

Caitlin John, LLC: SCHD position timeline

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

Caitlin John, LLC held 9,336 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,336 shares
    Change vs previous 13F +9,179 shares

    0.16% of the 13F portfolio, value $296,052.

    13F-HR 0002010947-26-000003 filed by Caitlin John, LLC
    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 157 shares
    Change vs previous 13F -1,061 shares

    <0.01% of the 13F portfolio, value $4,817.

    13F-HR 0002010947-26-000002 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,218 shares
    Change vs previous 13F +248 shares

    0.02% of the 13F portfolio, value $33,405.

    13F-HR 0002010947-26-000001 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 970 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $26,470.

    13F-HR 0002010947-25-000010 filed by Caitlin John, LLC
    Filed (acceptance time not in the bulk data set), ingested

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