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Disclosery

Clifford Group, LLC: SCHD position timeline

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

Clifford Group, LLC held 0 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,838 shares

    13F-HR 0001965522-26-000003 filed by Clifford Group, 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 8,838 shares
    Change vs previous 13F -1,159 shares

    0.19% of the 13F portfolio, value $242,426.

    13F-HR 0001965522-26-000002 filed by Clifford Group, 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 9,997 shares
    Change vs previous 13F +1,139 shares

    0.21% of the 13F portfolio, value $272,904.

    13F-HR 0001965522-25-000007 filed by Clifford Group, 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 8,858 shares
    Change vs previous 13F +1,500 shares

    0.19% of the 13F portfolio, value $234,737.

    13F-HR 0001965522-25-000006 filed by Clifford Group, 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 7,358 shares
    Change vs previous 13F -749,840 shares

    0.19% of the 13F portfolio, value $205,730.

    13F-HR 0001965522-25-000005 filed by Clifford Group, 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 757,198 shares
    Change vs previous 13F +515,477 shares

    15.77% of the 13F portfolio, value $20,686,661.

    13F-HR 0001965522-25-000002 filed by Clifford Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 241,721 shares
    Change vs previous 13F not available

    15.89% of the 13F portfolio, value $20,432,717.

    13F-HR 0001965522-24-000004 filed by Clifford Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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