Skip to content
Disclosery

Empire Financial Management Company, LLC: SCHD position timeline

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

Empire Financial Management Company, LLC held 9,918 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 9,918 shares
    Change vs previous 13F +119 shares

    0.12% of the 13F portfolio, value $314,499.

    13F-HR 0001971875-26-000003 filed by Empire Financial Management 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 9,799 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $300,633.

    13F-HR 0001971875-26-000002 filed by Empire Financial Management 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 9,874 shares
    Change vs previous 13F -475 shares

    0.06% of the 13F portfolio, value $270,843.

    13F-HR 0001971875-26-000001 filed by Empire Financial Management 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 10,349 shares
    Change vs previous 13F -213 shares

    0.06% of the 13F portfolio, value $282,527.

    13F-HR 0001971875-25-000005 filed by Empire Financial Management 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 10,562 shares
    Change vs previous 13F -61 shares

    0.08% of the 13F portfolio, value $279,893.

    13F-HR 0001971875-25-000003 filed by Empire Financial Management 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 10,623 shares
    Change vs previous 13F +1,269 shares

    0.09% of the 13F portfolio, value $297,019.

    13F-HR 0001971875-25-000002 filed by Empire Financial Management 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 9,354 shares
    Change vs previous 13F +6,632 shares

    0.08% of the 13F portfolio, value $255,551.

    13F-HR 0001971875-25-000001 filed by Empire Financial Management 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 2,722 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $230,090.

    13F-HR 0001971875-24-000004 filed by Empire Financial Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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