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Disclosery

IRON Financial LLC: SCHD position timeline

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

IRON Financial LLC held 184,175 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,175 shares
    Change vs previous 13F +11,238 shares

    2.41% of the 13F portfolio, value $5,840,177.

    13F-HR 0001595509-26-000005 filed by IRON Financial 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 172,937 shares
    Change vs previous 13F +28,633 shares

    2.32% of the 13F portfolio, value $5,305,722.

    13F-HR 0001595509-26-000003 filed by IRON Financial 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 144,304 shares
    Change vs previous 13F +50,626 shares

    1.82% of the 13F portfolio, value $3,958,263.

    13F-HR 0001595509-26-000001 filed by IRON Financial 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 93,678 shares
    Change vs previous 13F +32,023 shares

    1.22% of the 13F portfolio, value $2,557,418.

    13F-HR 0001595509-25-000008 filed by IRON Financial 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 61,655 shares
    Change vs previous 13F -15,918 shares

    0.86% of the 13F portfolio, value $1,633,866.

    13F-HR 0001595509-25-000006 filed by IRON Financial 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 77,573 shares
    Change vs previous 13F +5,653 shares

    1.22% of the 13F portfolio, value $2,168,946.

    13F-HR 0001595509-25-000004 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 71,920 shares
    Change vs previous 13F +48,756 shares

    1.1% of the 13F portfolio, value $1,964,868.

    13F-HR 0001595509-25-000003 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,164 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,958,041.

    13F-HR 0001595509-24-000006 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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