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Disclosery

Golden Reserve Retirement LLC: SCHD position timeline

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

Golden Reserve Retirement LLC held 2,339,310 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,339,310 shares
    Change vs previous 13F +51,656 shares

    11.68% of the 13F portfolio, value $74,179,525.

    13F-HR 0002066488-26-000005 filed by Golden Reserve Retirement 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 2,287,654 shares
    Change vs previous 13F -111,896 shares

    14.48% of the 13F portfolio, value $70,185,209.

    13F-HR 0002066488-26-000002 filed by Golden Reserve Retirement 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 2,399,550 shares
    Change vs previous 13F +436,270 shares

    12.15% of the 13F portfolio, value $65,819,663.

    13F-HR 0002066488-26-000001 filed by Golden Reserve Retirement 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 1,963,280 shares
    Change vs previous 13F +293,817 shares

    13.91% of the 13F portfolio, value $53,590,394.

    13F-HR 0002066488-25-000001 filed by Golden Reserve Retirement 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 1,669,463 shares
    Change vs previous 13F +161,335 shares

    14.19% of the 13F portfolio, value $44,212,104.

    13F-HR 0001085146-25-004078 filed by Golden Reserve Retirement 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 1,508,128 shares
    Change vs previous 13F not available

    16.77% of the 13F portfolio, value $42,154,348.

    13F-HR 0001085146-25-002741 filed by Golden Reserve Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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