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Disclosery

Garden State Investment Advisory Services LLC: SCHD position timeline

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

Garden State Investment Advisory Services LLC held 128,015 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,015 shares
    Change vs previous 13F +2,406 shares

    0.8% of the 13F portfolio, value $4,059,361.

    13F-HR 0001172661-26-003239 filed by Garden State Investment Advisory Services 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 125,609 shares
    Change vs previous 13F +1,935 shares

    0.92% of the 13F portfolio, value $3,855,325.

    13F-HR 0001172661-26-001823 filed by Garden State Investment Advisory Services 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 123,674 shares
    Change vs previous 13F -11,473 shares

    0.81% of the 13F portfolio, value $3,394,015.

    13F-HR 0001172661-26-001111 filed by Garden State Investment Advisory Services 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 135,147 shares
    Change vs previous 13F -36,770 shares

    0.93% of the 13F portfolio, value $3,689,498.

    13F-HR 0001172661-25-005079 filed by Garden State Investment Advisory Services 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 171,917 shares
    Change vs previous 13F -77,151 shares

    1.23% of the 13F portfolio, value $4,558,171.

    13F-HR 0001172661-25-003454 filed by Garden State Investment Advisory Services 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 249,068 shares
    Change vs previous 13F -100,994 shares

    2.23% of the 13F portfolio, value $6,968,137.

    13F-HR 0001172661-25-002081 filed by Garden State Investment Advisory Services 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 350,062 shares
    Change vs previous 13F +235,684 shares

    2.94% of the 13F portfolio, value $9,568,500.

    13F-HR 0001172661-25-000837 filed by Garden State Investment Advisory Services 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/A 114,378 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $9,682,821.

    13F-HR/A 0001172661-24-005409 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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