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Live Your Vision, LLC: SCHD position timeline

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

Live Your Vision, LLC held 78,023 SCHD shares at 2019-03-31 per its 13F-HR filed 2019-04-25.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 78,023 shares
    Change vs previous 13F +5,952 shares

    1.29% of the 13F portfolio, value $4,260,000.

    13F-HR 0001484721-19-000004 filed by Live Your Vision, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 72,071 shares
    Change vs previous 13F +1,028 shares

    1.17% of the 13F portfolio, value $3,488,000.

    13F-HR 0001484721-19-000001 filed by Live Your Vision, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 71,043 shares
    Change vs previous 13F +4,623 shares

    1.2% of the 13F portfolio, value $3,765,000.

    13F-HR 0001484721-18-000005 filed by Live Your Vision, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 66,420 shares
    Change vs previous 13F +1,199 shares

    1.1% of the 13F portfolio, value $3,329,000.

    13F-HR 0001484721-18-000004 filed by Live Your Vision, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 65,221 shares
    Change vs previous 13F +219 shares

    1.08% of the 13F portfolio, value $3,204,000.

    13F-HR 0001484721-18-000003 filed by Live Your Vision, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 65,002 shares
    Change vs previous 13F -12,413 shares

    1.16% of the 13F portfolio, value $3,471,000.

    13F-HR 0001484721-18-000002 filed by Live Your Vision, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 77,415 shares
    Change vs previous 13F -571 shares

    1.29% of the 13F portfolio, value $3,623,000.

    13F-HR 0001484721-17-000005 filed by Live Your Vision, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 77,986 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,578,000.

    13F-HR 0001484721-17-000004 filed by Live Your Vision, LLC
    Filed (acceptance time not in the bulk data set), ingested

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