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Disclosery

Latitude Advisors, LLC: SCHD position timeline

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

Latitude Advisors, LLC held 84,574 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,574 shares
    Change vs previous 13F +3,932 shares

    1.07% of the 13F portfolio, value $2,681,831.

    13F-HR 0001754960-26-000648 filed by Latitude Advisors, 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 80,642 shares
    Change vs previous 13F +6,339 shares

    1.13% of the 13F portfolio, value $2,474,082.

    13F-HR 0001754960-26-000335 filed by Latitude Advisors, 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 74,303 shares
    Change vs previous 13F +1,397 shares

    0.9% of the 13F portfolio, value $2,038,134.

    13F-HR 0001754960-26-000121 filed by Latitude Advisors, 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 72,906 shares
    Change vs previous 13F -3,237 shares

    0.91% of the 13F portfolio, value $1,990,347.

    13F-HR 0001754960-25-000728 filed by Latitude Advisors, 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 76,143 shares
    Change vs previous 13F -3,089 shares

    1.01% of the 13F portfolio, value $2,017,796.

    13F-HR 0001754960-25-000491 filed by Latitude Advisors, 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 79,232 shares
    Change vs previous 13F +17,092 shares

    1.29% of the 13F portfolio, value $2,215,319.

    13F-HR 0001754960-25-000259 filed by Latitude Advisors, 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 62,140 shares
    Change vs previous 13F +43,682 shares

    0.96% of the 13F portfolio, value $1,697,670.

    13F-HR 0001754960-25-000082 filed by Latitude Advisors, 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 18,458 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,560,269.

    13F-HR 0001754960-24-000538 filed by Latitude Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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