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Disclosery

Koesten, Hirschmann & Crabtree, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Koesten, Hirschmann & Crabtree, INC. on SCHD, newest first. How the timeline and the estimate are built.

Koesten, Hirschmann & Crabtree, INC. held 0 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,500 shares

    13F-HR 0002072075-26-000002 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,500 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $40,950.

    13F-HR 0002072075-25-000006 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,500 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $39,750.

    13F-HR 0002072075-25-000003 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,500 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $41,940.

    13F-HR 0001963421-25-000002 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,500 shares
    Change vs previous 13F +1,000 shares

    0.02% of the 13F portfolio, value $40,980.

    13F-HR 0001963421-25-000001 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,265.

    13F-HR 0001963421-24-000005 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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