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Cottage Street Advisors LLC: SCHD position timeline

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

Cottage Street Advisors LLC held 56,619 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,619 shares
    Change vs previous 13F -967 shares

    0.69% of the 13F portfolio, value $1,795,381.

    13F-HR 0001754960-26-000564 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 57,586 shares
    Change vs previous 13F +907 shares

    0.76% of the 13F portfolio, value $1,766,767.

    13F-HR 0001754960-26-000278 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 56,679 shares
    Change vs previous 13F +15,576 shares

    0.66% of the 13F portfolio, value $1,554,699.

    13F-HR 0001754960-26-000117 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,103 shares
    Change vs previous 13F +1,203 shares

    0.48% of the 13F portfolio, value $1,122,102.

    13F-HR 0001754960-25-000779 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,900 shares
    Change vs previous 13F -698 shares

    0.55% of the 13F portfolio, value $1,057,358.

    13F-HR 0001754960-25-000521 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 40,598 shares
    Change vs previous 13F +3,489 shares

    0.57% of the 13F portfolio, value $1,135,109.

    13F-HR 0001754960-25-000231 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 37,109 shares
    Change vs previous 13F +24,607 shares

    0.53% of the 13F portfolio, value $1,013,813.

    13F-HR 0001754960-25-000134 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,502 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,056,759.

    13F-HR 0001754960-24-000561 filed by Cottage Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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