Skip to content
Disclosery

Loudon Investment Management, LLC: SCHD position timeline

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

Loudon Investment Management, LLC held 13,211 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,211 shares
    Change vs previous 13F +50 shares

    0.21% of the 13F portfolio, value $418,921.

    13F-HR 0001597089-26-000008 filed by Loudon Investment 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 13,161 shares
    Change vs previous 13F +50 shares

    0.22% of the 13F portfolio, value $403,779.

    13F-HR 0001597089-26-000006 filed by Loudon Investment 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 13,111 shares
    Change vs previous 13F -11,225 shares

    0.19% of the 13F portfolio, value $359,635.

    13F-HR 0001597089-26-000004 filed by Loudon Investment Management, 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 24,336 shares
    Change vs previous 13F -6,565 shares

    0.35% of the 13F portfolio, value $664,373.

    13F-HR 0001597089-25-000014 filed by Loudon Investment Management, 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 30,901 shares
    Change vs previous 13F -315 shares

    0.45% of the 13F portfolio, value $818,877.

    13F-HR 0001597089-25-000009 filed by Loudon Investment Management, 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 31,216 shares
    Change vs previous 13F +195 shares

    0.5% of the 13F portfolio, value $872,799.

    13F-HR 0001597089-25-000004 filed by Loudon Investment Management, 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 31,021 shares
    Change vs previous 13F +22,559 shares

    0.48% of the 13F portfolio, value $847,494.

    13F-HR 0001597089-25-000002 filed by Loudon Investment Management, 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 8,462 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $715,293.

    13F-HR 0001597089-24-000010 filed by Loudon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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