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Disclosery

DAVIS R M INC: SCHD position timeline

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

DAVIS R M INC held 16,794 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,794 shares
    Change vs previous 13F -643 shares

    0.01% of the 13F portfolio, value $532,529.

    13F-HR 0000891287-26-000006 filed by DAVIS R M 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 17,437 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $534,959.

    13F-HR 0000891287-26-000003 filed by DAVIS R M 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 17,158 shares
    Change vs previous 13F +813 shares

    0.01% of the 13F portfolio, value $470,636.

    13F-HR 0000891287-26-000002 filed by DAVIS R M 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 16,345 shares
    Change vs previous 13F -173 shares

    0.01% of the 13F portfolio, value $446,212.

    13F-HR 0000891287-25-000010 filed by DAVIS R M 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 16,518 shares
    Change vs previous 13F -155 shares

    0.01% of the 13F portfolio, value $437,721.

    13F-HR 0000891287-25-000005 filed by DAVIS R M 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 16,673 shares
    Change vs previous 13F -1,350 shares

    0.01% of the 13F portfolio, value $466,171.

    13F-HR 0000891287-25-000004 filed by DAVIS R M 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 18,023 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $492,382.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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