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Glassy Mountain Advisors, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glassy Mountain Advisors, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Glassy Mountain Advisors, Inc. held 101,700 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,700 shares
    Change vs previous 13F -2,381 shares

    0.88% of the 13F portfolio, value $3,224,906.

    13F-HR 0001398344-26-013207 filed by Glassy Mountain Advisors, Inc.
    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 104,081 shares
    Change vs previous 13F -1,421 shares

    0.99% of the 13F portfolio, value $3,193,200.

    13F-HR 0001398344-26-008784 filed by Glassy Mountain Advisors, Inc.
    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 105,502 shares
    Change vs previous 13F +683 shares

    0.88% of the 13F portfolio, value $2,893,907.

    13F-HR 0001398344-26-002635 filed by Glassy Mountain Advisors, Inc.
    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 104,819 shares
    Change vs previous 13F -10,098 shares

    0.86% of the 13F portfolio, value $2,861,575.

    13F-HR 0001398344-25-020424 filed by Glassy Mountain Advisors, Inc.
    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 114,917 shares
    Change vs previous 13F +1,089 shares

    0.98% of the 13F portfolio, value $3,045,301.

    13F-HR 0001754960-25-000446 filed by Glassy Mountain Advisors, Inc.
    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 113,828 shares
    Change vs previous 13F +3,124 shares

    1.13% of the 13F portfolio, value $3,182,631.

    13F-HR 0001754960-25-000252 filed by Glassy Mountain Advisors, Inc.
    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 110,704 shares
    Change vs previous 13F +76,927 shares

    1.04% of the 13F portfolio, value $3,024,433.

    13F-HR 0001754960-25-000072 filed by Glassy Mountain Advisors, Inc.
    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 33,777 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,855,170.

    13F-HR 0001754960-24-000540 filed by Glassy Mountain Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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