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Disclosery

GGM Financial LLC: SCHD position timeline

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

GGM Financial LLC held 12,894 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,894 shares
    Change vs previous 13F +28 shares

    0.16% of the 13F portfolio, value $408,871.

    13F-HR 0002021722-26-000006 filed by GGM Financial 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 12,866 shares
    Change vs previous 13F +30 shares

    0.18% of the 13F portfolio, value $394,726.

    13F-HR 0002021722-26-000004 filed by GGM Financial 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 12,836 shares
    Change vs previous 13F +35 shares

    0.17% of the 13F portfolio, value $352,092.

    13F-HR 0002021722-26-000002 filed by GGM Financial 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 12,801 shares
    Change vs previous 13F +34 shares

    0.18% of the 13F portfolio, value $349,457.

    13F-HR 0002021722-25-000003 filed by GGM Financial 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/A 12,767 shares
    Change vs previous 13F +34 shares

    0.2% of the 13F portfolio, value $338,332.

    13F-HR/A 0001085146-25-004440 filed by GGM Financial 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 12,733 shares
    Change vs previous 13F -4,670 shares

    0.24% of the 13F portfolio, value $356,021.

    13F-HR 0001085146-25-002068 filed by GGM Financial 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 17,403 shares
    Change vs previous 13F +11,627 shares

    0.51% of the 13F portfolio, value $475,447.

    13F-HR 0001085146-25-000574 filed by GGM Financial 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 5,776 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $488,220.

    13F-HR 0001085146-24-005266 filed by GGM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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