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Disclosery

Hayek Kallen Investment Management: SCHD position timeline

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

Hayek Kallen Investment Management held 25,471 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,471 shares
    Change vs previous 13F -990 shares

    0.25% of the 13F portfolio, value $808,000.

    13F-HR 0001430681-26-000003 filed by Hayek Kallen Investment Management
    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 26,461 shares
    Change vs previous 13F +26,461 shares

    0.26% of the 13F portfolio, value $812,000.

    13F-HR 0001430681-26-000002 filed by Hayek Kallen Investment Management
    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 0 shares
    Change vs previous 13F -26,911 shares

    13F-HR 0001430681-26-000001 filed by Hayek Kallen Investment Management
    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.

  4. period ended2025-09-30
    13F 26,911 shares
    Change vs previous 13F -6,035 shares

    0.23% of the 13F portfolio, value $735,000.

    13F-HR 0001430681-25-000005 filed by Hayek Kallen Investment Management
    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 32,946 shares
    Change vs previous 13F +2,265 shares

    0.3% of the 13F portfolio, value $873,000.

    13F-HR 0001430681-25-000003 filed by Hayek Kallen Investment Management
    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 30,681 shares
    Change vs previous 13F -2,100 shares

    0.32% of the 13F portfolio, value $858,000.

    13F-HR 0001430681-25-000002 filed by Hayek Kallen Investment Management
    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 32,781 shares
    Change vs previous 13F +21,749 shares

    0.33% of the 13F portfolio, value $896,000.

    13F-HR 0001430681-25-000001 filed by Hayek Kallen Investment Management
    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 11,032 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $933,000.

    13F-HR 0001430681-24-000005 filed by Hayek Kallen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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