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Disclosery

Leelyn Smith, LLC: SCHD position timeline

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

Leelyn Smith, LLC held 1,629,344 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,629,344 shares
    Change vs previous 13F +42,386 shares

    6.28% of the 13F portfolio, value $51,666,484.

    13F-HR 0001777817-26-000004 filed by Leelyn Smith, 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 1,586,958 shares
    Change vs previous 13F +43,719 shares

    6.83% of the 13F portfolio, value $48,687,859.

    13F-HR 0001777817-26-000003 filed by Leelyn Smith, 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 1,543,239 shares
    Change vs previous 13F +74,407 shares

    6.12% of the 13F portfolio, value $42,331,056.

    13F-HR 0001777817-26-000001 filed by Leelyn Smith, 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 1,468,832 shares
    Change vs previous 13F +45,292 shares

    6.04% of the 13F portfolio, value $40,099,110.

    13F-HR 0001777817-25-000008 filed by Leelyn Smith, 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 1,423,540 shares
    Change vs previous 13F +68,509 shares

    6.19% of the 13F portfolio, value $37,723,820.

    13F-HR 0001777817-25-000005 filed by Leelyn Smith, 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 1,355,031 shares
    Change vs previous 13F +60,565 shares

    6.73% of the 13F portfolio, value $37,886,670.

    13F-HR 0001777817-25-000004 filed by Leelyn Smith, 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 1,294,466 shares
    Change vs previous 13F +875,458 shares

    6.3% of the 13F portfolio, value $35,364,798.

    13F-HR 0001777817-25-000001 filed by Leelyn Smith, 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 419,008 shares
    Change vs previous 13F not available

    6.39% of the 13F portfolio, value $35,418,784.

    13F-HR 0001777817-24-000005 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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