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DFPG INVESTMENTS, LLC: SCHD position timeline

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

DFPG INVESTMENTS, LLC held 7,291 SCHD shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 7,291 shares
    Change vs previous 13F +3,452 shares

    0.04% of the 13F portfolio, value $555,627.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 3,839 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $263,977.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 3,639 shares
    Change vs previous 13F -4,901 shares

    0.02% of the 13F portfolio, value $271,085.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 8,540 shares
    Change vs previous 13F +4,021 shares

    0.07% of the 13F portfolio, value $624,782.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 4,519 shares
    Change vs previous 13F +1,535 shares

    0.06% of the 13F portfolio, value $351,315.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 2,984 shares
    Change vs previous 13F -15 shares

    0.09% of the 13F portfolio, value $209,000.

    13F-HR 0001085146-22-003571 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 2,999 shares
    Change vs previous 13F -27 shares

    0.09% of the 13F portfolio, value $214,000.

    13F-HR 0001085146-22-002660 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 3,026 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $240,000.

    13F-HR 0001085146-22-001505 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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