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Disclosery

Hilton Head Capital Partners, LLC: SCHD position timeline

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

Hilton Head Capital Partners, LLC held 123,822 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,822 shares
    Change vs previous 13F +911 shares

    1.98% of the 13F portfolio, value $3,926,380.

    13F-HR 0002109913-26-000004 filed by Hilton Head Capital Partners, 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 122,911 shares
    Change vs previous 13F +1,535 shares

    2.13% of the 13F portfolio, value $3,770,921.

    13F-HR 0002109913-26-000002 filed by Hilton Head Capital Partners, 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 121,376 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $3,329,341.

    13F-HR 0002109913-26-000001 filed by Hilton Head Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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