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Disclosery

Councilor Wealth, LLC: SCHD position timeline

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

Councilor Wealth, LLC held 21,295 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,295 shares
    Change vs previous 13F -3,417 shares

    0.29% of the 13F portfolio, value $692,736.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,712 shares
    Change vs previous 13F -2,005 shares

    0.32% of the 13F portfolio, value $783,644.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, 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 26,717 shares
    Change vs previous 13F -5,463 shares

    0.4% of the 13F portfolio, value $819,694.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, 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 32,180 shares
    Change vs previous 13F +3,723 shares

    0.42% of the 13F portfolio, value $882,703.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, 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 28,457 shares
    Change vs previous 13F +337 shares

    0.36% of the 13F portfolio, value $776,871.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, 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 28,120 shares
    Change vs previous 13F -204 shares

    0.35% of the 13F portfolio, value $745,201.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, 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 28,324 shares
    Change vs previous 13F +447 shares

    0.4% of the 13F portfolio, value $791,965.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, 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 27,877 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $761,618.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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