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COMMONS CAPITAL, LLC: SCHD position timeline

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

COMMONS CAPITAL, LLC held 0 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -18,528 shares

    13F-HR 0001951757-25-000539 filed by COMMONS CAPITAL, 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 ended2024-12-31
    13F 18,528 shares
    Change vs previous 13F +12,359 shares

    0.46% of the 13F portfolio, value $506,182.

    13F-HR 0001951757-25-000049 filed by COMMONS CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 6,169 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $521,443.

    13F-HR 0001951757-24-001099 filed by COMMONS CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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