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Disclosery

GM Advisory Group, LLC: SCHD position timeline

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

GM Advisory Group, LLC held 167,364 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 167,364 shares
    Change vs previous 13F +26,058 shares

    0.2% of the 13F portfolio, value $5,134,741.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 141,306 shares
    Change vs previous 13F -35,493 shares

    0.15% of the 13F portfolio, value $3,876,034.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 176,799 shares
    Change vs previous 13F +11,117 shares

    0.21% of the 13F portfolio, value $4,826,601.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 165,682 shares
    Change vs previous 13F -26,899 shares

    0.22% of the 13F portfolio, value $4,390,573.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 192,581 shares
    Change vs previous 13F +13,217 shares

    0.29% of the 13F portfolio, value $5,384,573.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 179,364 shares
    Change vs previous 13F +129,680 shares

    0.27% of the 13F portfolio, value $4,900,220.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 49,684 shares
    Change vs previous 13F +18,697 shares

    0.25% of the 13F portfolio, value $4,199,749.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 30,987 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,409,542.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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