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COLLECTIVE FAMILY OFFICE LLC: SCHD position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 113,689 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 113,689 shares
    Change vs previous 13F +4,540 shares

    0.76% of the 13F portfolio, value $3,698,303.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 109,149 shares
    Change vs previous 13F +11,326 shares

    0.71% of the 13F portfolio, value $3,461,115.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE 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 97,823 shares
    Change vs previous 13F -10,172 shares

    0.68% of the 13F portfolio, value $3,001,210.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE 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 107,995 shares
    Change vs previous 13F +8,393 shares

    0.68% of the 13F portfolio, value $2,962,303.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE 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 99,602 shares
    Change vs previous 13F +3,750 shares

    0.65% of the 13F portfolio, value $2,719,135.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE 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 95,852 shares
    Change vs previous 13F +1,857 shares

    0.65% of the 13F portfolio, value $2,540,078.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE 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 93,995 shares
    Change vs previous 13F -219 shares

    0.71% of the 13F portfolio, value $2,628,100.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE 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 94,214 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,573,926.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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