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Disclosery

DAGCO, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAGCO, INC. on SCHW, newest first. How the timeline and the estimate are built.

DAGCO, INC. held 5,378 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,378 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $496,228.

    13F-HR 0001767343-26-000003 filed by DAGCO, INC.
    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 5,375 shares
    Change vs previous 13F -27 shares

    0.11% of the 13F portfolio, value $505,143.

    13F-HR 0001767343-26-000002 filed by DAGCO, INC.
    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 5,402 shares
    Change vs previous 13F +27 shares

    0.12% of the 13F portfolio, value $539,714.

    13F-HR 0001767343-26-000001 filed by DAGCO, INC.
    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 5,375 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $513,151.

    13F-HR 0001767343-25-000006 filed by DAGCO, INC.
    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 5,375 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $490,415.

    13F-HR 0001767343-25-000004 filed by DAGCO, INC.
    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 5,375 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $420,755.

    13F-HR 0001767343-25-000002 filed by DAGCO, INC.
    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 5,375 shares
    Change vs previous 13F +375 shares

    0.13% of the 13F portfolio, value $397,804.

    13F-HR 0001767343-25-000001 filed by DAGCO, INC.
    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 5,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $324,050.

    13F-HR 0001767343-24-000005 filed by DAGCO, INC.
    Filed (acceptance time not in the bulk data set), ingested

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