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Creegan & Nassoura Financial Group, LLC: SCHD position timeline

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

Creegan & Nassoura Financial Group, LLC held 36,213 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 36,213 shares
    Change vs previous 13F -519 shares

    0.65% of the 13F portfolio, value $993,323.

    13F-HR 0001172661-26-000854 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 36,732 shares
    Change vs previous 13F -734 shares

    0.65% of the 13F portfolio, value $1,002,784.

    13F-HR 0001172661-25-004923 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 37,466 shares
    Change vs previous 13F -390 shares

    0.65% of the 13F portfolio, value $992,849.

    13F-HR 0001172661-25-003274 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 37,856 shares
    Change vs previous 13F -100 shares

    0.71% of the 13F portfolio, value $1,058,454.

    13F-HR 0001172661-25-001951 filed by Creegan & Nassoura Financial Group, LLC
    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 37,956 shares
    Change vs previous 13F +24,235 shares

    0.7% of the 13F portfolio, value $1,036,958.

    13F-HR 0001172661-25-000868 filed by Creegan & Nassoura Financial Group, LLC
    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 13,721 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,159,836.

    13F-HR 0001172661-24-004729 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 13,721 shares
    Change vs previous 13F -350 shares

    0.73% of the 13F portfolio, value $1,066,945.

    13F-HR 0001172661-24-003380 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 14,071 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,134,545.

    13F-HR 0001172661-24-002327 filed by Creegan & Nassoura Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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