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Disclosery

LAUREL OAK WEALTH MANAGEMENT, LLC: SCHD position timeline

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

LAUREL OAK WEALTH MANAGEMENT, LLC held 62,537 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,537 shares
    Change vs previous 13F +8,057 shares

    0.29% of the 13F portfolio, value $1,983,057.

    13F-HR 0002111403-26-000003 filed by LAUREL OAK WEALTH MANAGEMENT, 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 54,480 shares
    Change vs previous 13F +24,886 shares

    0.28% of the 13F portfolio, value $1,671,447.

    13F-HR 0002111403-26-000002 filed by LAUREL OAK WEALTH MANAGEMENT, 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 29,594 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $811,764.

    13F-HR 0002111403-26-000001 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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