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Graves Light Lenhart Wealth, Inc.: SCHD position timeline

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

Graves Light Lenhart Wealth, Inc. held 656,368 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 656,368 shares
    Change vs previous 13F -10,197 shares

    2% of the 13F portfolio, value $21,351,654.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 666,565 shares
    Change vs previous 13F -6,532 shares

    1.97% of the 13F portfolio, value $21,136,786.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 673,097 shares
    Change vs previous 13F +183 shares

    2.15% of the 13F portfolio, value $20,650,621.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 672,914 shares
    Change vs previous 13F +38,126 shares

    1.96% of the 13F portfolio, value $18,458,032.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 634,788 shares
    Change vs previous 13F +9,773 shares

    1.92% of the 13F portfolio, value $17,329,705.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 625,015 shares
    Change vs previous 13F +14,515 shares

    1.97% of the 13F portfolio, value $16,562,907.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 610,500 shares
    Change vs previous 13F +2,730 shares

    2.1% of the 13F portfolio, value $17,069,590.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 607,770 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $16,604,289.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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