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Disclosery

Consolidated Portfolio Review Corp: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Consolidated Portfolio Review Corp on SCHD, newest first. How the timeline and the estimate are built.

Consolidated Portfolio Review Corp held 0 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -129,036 shares

    13F-HR 0001754960-26-000118 filed by Consolidated Portfolio Review Corp
    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 ended2025-09-30
    13F 129,036 shares
    Change vs previous 13F +2,504 shares

    0.44% of the 13F portfolio, value $3,522,696.

    13F-HR 0001754960-25-000777 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 126,532 shares
    Change vs previous 13F +30,998 shares

    0.46% of the 13F portfolio, value $3,353,094.

    13F-HR 0001754960-25-000433 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 95,534 shares
    Change vs previous 13F -283 shares

    0.43% of the 13F portfolio, value $2,671,135.

    13F-HR 0001754960-25-000239 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 95,817 shares
    Change vs previous 13F +64,869 shares

    0.41% of the 13F portfolio, value $2,617,709.

    13F-HR 0001754960-25-000071 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 30,948 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,616,050.

    13F-HR 0001754960-24-000532 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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