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Econ Financial Services Corp: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Econ Financial Services Corp on SCHD, newest first. How the timeline and the estimate are built.

Econ Financial Services Corp held 0 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -264,057 shares

    13F-HR 0001659718-26-000002 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 264,057 shares
    Change vs previous 13F +264,057 shares

    3.63% of the 13F portfolio, value $7,243,084.

    13F-HR 0001659718-26-000001 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -219,320 shares

    13F-HR 0001659718-25-000006 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 219,320 shares
    Change vs previous 13F +8,933 shares

    3.27% of the 13F portfolio, value $6,132,187.

    13F-HR 0001659718-25-000005 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 210,387 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $5,747,773.

    13F-HR 0001659718-25-000003 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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