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Disclosery

GK Wealth Management LLC: SCHD position timeline

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

GK Wealth Management LLC held 2,279 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,279 shares
    Change vs previous 13F +2,279 shares

    0.04% of the 13F portfolio, value $74,141.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -9,775 shares

    13F-HR/A 0001754960-25-000327 filed by GK Wealth Management LLC
    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.

  3. period ended2024-12-31
    13F 9,775 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $267,039.

    13F-HR 0001754960-25-000309 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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