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Disclosery

Livingston Group Asset Management CO (operating as Southport Capital Management): SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Livingston Group Asset Management CO (operating as Southport Capital Management) on SCHD, newest first. How the timeline and the estimate are built.

Livingston Group Asset Management CO (operating as Southport Capital Management) held 43,108 SCHD shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 43,108 shares
    Change vs previous 13F +11,213 shares

    1.24% of the 13F portfolio, value $3,401,000.

    13F-HR 0001379119-22-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 31,895 shares
    Change vs previous 13F -1,062 shares

    0.45% of the 13F portfolio, value $2,578,000.

    13F-HR 0001379119-22-000002 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 32,957 shares
    Change vs previous 13F -427 shares

    0.98% of the 13F portfolio, value $2,447,000.

    13F-HR 0001379119-21-000006 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F 33,384 shares
    Change vs previous 13F +427 shares

    0.63% of the 13F portfolio, value $2,524,000.

    13F-HR 0001379119-21-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 32,957 shares
    Change vs previous 13F +2,371 shares

    0.63% of the 13F portfolio, value $2,403,000.

    13F-HR 0001379119-21-000004 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 30,586 shares
    Change vs previous 13F -1,615 shares

    0.7% of the 13F portfolio, value $1,962,000.

    13F-HR 0001379119-21-000001 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-09-30
    13F 32,201 shares
    Change vs previous 13F +1,152 shares

    0.68% of the 13F portfolio, value $1,781,000.

    13F-HR 0001379119-20-000005 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-06-30
    13F 31,049 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,607,000.

    13F-HR 0001379119-20-000003 filed by Livingston Group Asset Management CO (operating as Southport Capital Management)
    Filed (acceptance time not in the bulk data set), ingested

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