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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC: SCHD position timeline

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

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC held 0 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -50,840 shares

    13F-HR 0001803229-26-000002 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 50,840 shares
    Change vs previous 13F -1,073 shares

    0.41% of the 13F portfolio, value $1,394,541.

    13F-HR 0001803229-26-000001 filed by CAPITAL ADVISORY GROUP ADVISORY 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 ended2025-09-30
    13F 51,913 shares
    Change vs previous 13F +8,621 shares

    0.44% of the 13F portfolio, value $1,417,225.

    13F-HR 0001803229-25-000003 filed by CAPITAL ADVISORY GROUP ADVISORY 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 ended2025-06-30
    13F 43,292 shares
    Change vs previous 13F +5,821 shares

    0.41% of the 13F portfolio, value $1,147,238.

    13F-HR 0001085146-25-003713 filed by CAPITAL ADVISORY GROUP ADVISORY 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 ended2025-03-31
    13F 37,471 shares
    Change vs previous 13F +5,379 shares

    0.4% of the 13F portfolio, value $1,047,689.

    13F-HR 0001085146-25-002111 filed by CAPITAL ADVISORY GROUP ADVISORY 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 ended2024-12-31
    13F 32,092 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $876,753.

    13F-HR 0001085146-25-000706 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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