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Impact Capital Partners LLC: SCHD position timeline

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

Impact Capital Partners LLC held 16,997 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,997 shares
    Change vs previous 13F +133 shares

    0.15% of the 13F portfolio, value $538,988.

    13F-HR 0001951757-26-000997 filed by Impact 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 16,864 shares
    Change vs previous 13F +140 shares

    0.16% of the 13F portfolio, value $517,389.

    13F-HR 0001951757-26-000577 filed by Impact 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 16,724 shares
    Change vs previous 13F -864 shares

    0.14% of the 13F portfolio, value $458,735.

    13F-HR 0001951757-26-000022 filed by Impact Capital Partners 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 17,588 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $480,146.

    13F-HR 0001951757-25-001225 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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