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Custos Family Office, LLC: SCHD position timeline

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

Custos Family Office, LLC held 0 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -265,619 shares

    13F-HR 0001904423-25-000007 filed by Custos Family Office, 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 ended2025-06-30
    13F 265,619 shares
    Change vs previous 13F -475 shares

    2.24% of the 13F portfolio, value $7,038,906.

    13F-HR 0001904423-25-000005 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 266,094 shares
    Change vs previous 13F +867 shares

    2.64% of the 13F portfolio, value $7,439,979.

    13F-HR 0001904423-25-000004 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 265,227 shares
    Change vs previous 13F +177,118 shares

    2.54% of the 13F portfolio, value $7,246,001.

    13F-HR 0001904423-25-000001 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 88,109 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $7,447,821.

    13F-HR 0001904423-24-000007 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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