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Kingfisher Capital LLC: SCHD position timeline

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

Kingfisher Capital LLC held 9,708 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 9,708 shares
    Change vs previous 13F +91 shares

    0.19% of the 13F portfolio, value $820,588.

    13F-HR 0001376474-24-000687 filed by Kingfisher 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 ended2024-06-30
    13F 9,617 shares
    Change vs previous 13F -1,300 shares

    0.17% of the 13F portfolio, value $748,000.

    13F-HR 0001376474-24-000455 filed by Kingfisher 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 ended2024-03-31
    13F 10,917 shares
    Change vs previous 13F -1,165 shares

    0.21% of the 13F portfolio, value $880,000.

    13F-HR 0000909012-24-000063 filed by Kingfisher 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 ended2023-12-31
    13F 12,082 shares
    Change vs previous 13F +46 shares

    0.24% of the 13F portfolio, value $920,000.

    13F-HR 0000909012-24-000031 filed by Kingfisher 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 ended2023-09-30
    13F 12,036 shares
    Change vs previous 13F +42 shares

    0.23% of the 13F portfolio, value $852,000.

    13F-HR 0000909012-23-000117 filed by Kingfisher 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 ended2023-06-30
    13F 11,994 shares
    Change vs previous 13F -1,659 shares

    0.23% of the 13F portfolio, value $871,000.

    13F-HR 0000909012-23-000089 filed by Kingfisher 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 ended2023-03-31
    13F 13,653 shares
    Change vs previous 13F +37 shares

    0.26% of the 13F portfolio, value $998,834.

    13F-HR 0000909012-23-000051 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 13,616 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,029,000.

    13F-HR 0000909012-23-000004 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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