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Inscription Capital, LLC: SCHD position timeline

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

Inscription Capital, LLC held 63,182 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,182 shares
    Change vs previous 13F +2,983 shares

    0.18% of the 13F portfolio, value $2,003,511.

    13F-HR 0001767868-26-000003 filed by Inscription Capital, 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 60,199 shares
    Change vs previous 13F +9,406 shares

    0.19% of the 13F portfolio, value $1,846,904.

    13F-HR 0001767868-26-000002 filed by Inscription Capital, 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 50,793 shares
    Change vs previous 13F -1,517 shares

    0.14% of the 13F portfolio, value $1,393,265.

    13F-HR 0001767868-26-000001 filed by Inscription Capital, 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 52,310 shares
    Change vs previous 13F -1,067 shares

    0.15% of the 13F portfolio, value $1,428,056.

    13F-HR 0001767868-25-000007 filed by Inscription Capital, LLC
    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 53,377 shares
    Change vs previous 13F +15,685 shares

    0.2% of the 13F portfolio, value $1,414,497.

    13F-HR 0001767868-25-000004 filed by Inscription Capital, LLC
    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 37,692 shares
    Change vs previous 13F -3,240 shares

    0.5% of the 13F portfolio, value $3,039,133.

    13F-HR 0001767868-25-000002 filed by Inscription Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 40,932 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,459,998.

    13F-HR 0001767868-24-000006 filed by Inscription Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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