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EAGLE ROCK INVESTMENT COMPANY, LLC: SCHD position timeline

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

EAGLE ROCK INVESTMENT COMPANY, LLC held 16,132 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,132 shares
    Change vs previous 13F -657 shares

    0.06% of the 13F portfolio, value $511,546.

    13F-HR 0001951757-26-000955 filed by EAGLE ROCK INVESTMENT COMPANY, 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 16,789 shares
    Change vs previous 13F +2,718 shares

    0.07% of the 13F portfolio, value $515,087.

    13F-HR 0001951757-26-000549 filed by EAGLE ROCK INVESTMENT COMPANY, 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 14,071 shares
    Change vs previous 13F +3,724 shares

    0.05% of the 13F portfolio, value $385,968.

    13F-HR 0001951757-26-000080 filed by EAGLE ROCK INVESTMENT COMPANY, 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 10,347 shares
    Change vs previous 13F -48 shares

    0.04% of the 13F portfolio, value $282,473.

    13F-HR 0001951757-25-001330 filed by EAGLE ROCK INVESTMENT COMPANY, 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 10,395 shares
    Change vs previous 13F +97 shares

    0.04% of the 13F portfolio, value $275,468.

    13F-HR 0001951757-25-000937 filed by EAGLE ROCK INVESTMENT COMPANY, 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 10,298 shares
    Change vs previous 13F -52 shares

    0.05% of the 13F portfolio, value $287,932.

    13F-HR 0001951757-25-000331 filed by EAGLE ROCK INVESTMENT COMPANY, 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 10,350 shares
    Change vs previous 13F +6,914 shares

    0.05% of the 13F portfolio, value $282,762.

    13F-HR 0001951757-25-000025 filed by EAGLE ROCK INVESTMENT COMPANY, 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 3,436 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $290,445.

    13F-HR 0001951757-24-000970 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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