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Disclosery

JT Stratford LLC: SCHD position timeline

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

JT Stratford LLC held 167,288 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,288 shares
    Change vs previous 13F +98 shares

    0.58% of the 13F portfolio, value $5,304,702.

    13F-HR 0001689013-26-000003 filed by JT Stratford 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 167,190 shares
    Change vs previous 13F -4,562 shares

    0.65% of the 13F portfolio, value $5,129,389.

    13F-HR 0001689013-26-000002 filed by JT Stratford 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 171,752 shares
    Change vs previous 13F -5,442 shares

    0.6% of the 13F portfolio, value $4,711,157.

    13F-HR 0001689013-26-000001 filed by JT Stratford 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 177,194 shares
    Change vs previous 13F -106,130 shares

    0.65% of the 13F portfolio, value $4,837,396.

    13F-HR 0001689013-25-000008 filed by JT Stratford 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 283,324 shares
    Change vs previous 13F -19,847 shares

    1.14% of the 13F portfolio, value $7,508,086.

    13F-HR 0001689013-25-000004 filed by JT Stratford 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 303,171 shares
    Change vs previous 13F +10,374 shares

    1.5% of the 13F portfolio, value $8,476,661.

    13F-HR 0001689013-25-000003 filed by JT Stratford 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 292,797 shares
    Change vs previous 13F +201,340 shares

    1.31% of the 13F portfolio, value $7,999,214.

    13F-HR 0001689013-25-000002 filed by JT Stratford 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 91,457 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $7,730,860.

    13F-HR 0001689013-24-000005 filed by JT Stratford LLC
    Filed (acceptance time not in the bulk data set), ingested

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