Immaculate Wealth Management LLC: SCHD position timeline

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

Immaculate Wealth Management LLC held 29,204 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 29,204 shares
Change vs previous 13F -333 shares
6.27% of the 13F portfolio, value $926,088.
13F-HR 0002089761-26-000002 filed by Immaculate Wealth Management LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 29,537 shares
Change vs previous 13F not available
7.16% of the 13F portfolio, value $906,209.
13F-HR 0002089761-26-000001 filed by Immaculate Wealth Management LLC
Filed 2026-05-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).