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LEAVELL INVESTMENT MANAGEMENT, INC.: SCHD position timeline

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

LEAVELL INVESTMENT MANAGEMENT, INC. held 349,290 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 349,290 shares
    Change vs previous 13F +6,352 shares

    0.4% of the 13F portfolio, value $11,075,981.

    13F-HR 0000924181-26-000005 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
    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 342,938 shares
    Change vs previous 13F +562 shares

    0.43% of the 13F portfolio, value $10,521,338.

    13F-HR 0000924181-26-000003 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 342,376 shares
    Change vs previous 13F -52,403 shares

    0.39% of the 13F portfolio, value $9,391,376.

    13F-HR 0000924181-26-000001 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 394,779 shares
    Change vs previous 13F -92,852 shares

    0.45% of the 13F portfolio, value $10,777,460.

    13F-HR 0000924181-25-000009 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
    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 487,631 shares
    Change vs previous 13F -36,262 shares

    0.58% of the 13F portfolio, value $12,922,230.

    13F-HR 0000924181-25-000007 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
    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 523,893 shares
    Change vs previous 13F -8,749 shares

    0.72% of the 13F portfolio, value $14,648,044.

    13F-HR 0000924181-25-000004 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
    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 532,642 shares
    Change vs previous 13F +352,281 shares

    0.71% of the 13F portfolio, value $14,551,780.

    13F-HR 0000924181-25-000003 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
    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 180,361 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $15,245,903.

    13F-HR 0000924181-24-000006 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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