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Disclosery

Insight Inv LLC: SCHD position timeline

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

Insight Inv LLC held 61,110 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,110 shares
    Change vs previous 13F +4,171 shares

    0.91% of the 13F portfolio, value $1,937,790.

    13F-HR 0001398344-26-012602 filed by Insight Inv 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 56,939 shares
    Change vs previous 13F +24,710 shares

    0.96% of the 13F portfolio, value $1,746,898.

    13F-HR 0001398344-26-007345 filed by Insight Inv 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 32,229 shares
    Change vs previous 13F +7,255 shares

    0.5% of the 13F portfolio, value $884,041.

    13F-HR 0001398344-26-002438 filed by Insight Inv 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 24,974 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $681,790.

    13F-HR 0001398344-25-019897 filed by Insight Inv LLC
    Filed (acceptance time not in the bulk data set), ingested

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