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Disclosery

Cynosure Group, LLC: SCHD position timeline

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

Cynosure Group, LLC held 8,355 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,355 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $264,937.

    13F-HR 0001172661-26-003081 filed by Cynosure 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 ended2026-03-31
    13F 8,355 shares
    Change vs previous 13F -16,371 shares

    0.03% of the 13F portfolio, value $256,331.

    13F-HR 0001172661-26-001816 filed by Cynosure 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 ended2025-12-31
    13F 24,726 shares
    Change vs previous 13F -15,540 shares

    0.07% of the 13F portfolio, value $678,235.

    13F-HR 0001172661-26-000808 filed by Cynosure 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 ended2025-09-30
    13F/A 40,266 shares
    Change vs previous 13F +57 shares

    0.12% of the 13F portfolio, value $1,099,254.

    13F-HR/A 0001172661-25-004766 filed by Cynosure 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 ended2025-06-30
    13F 40,209 shares
    Change vs previous 13F +58 shares

    0.12% of the 13F portfolio, value $1,065,533.

    13F-HR 0001172661-25-003073 filed by Cynosure 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 ended2025-03-31
    13F 40,151 shares
    Change vs previous 13F -59,452 shares

    0.15% of the 13F portfolio, value $1,122,617.

    13F-HR 0001172661-25-001652 filed by Cynosure 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 ended2024-12-31
    13F 99,603 shares
    Change vs previous 13F +66,402 shares

    0.41% of the 13F portfolio, value $2,721,154.

    13F-HR 0001172661-25-000700 filed by Cynosure 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 ended2024-09-30
    13F 33,201 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,806,480.

    13F-HR 0001172661-24-004662 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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