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Disclosery

LPF Advisors LLC: SCHD position timeline

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

LPF Advisors LLC held 116,933 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 116,933 shares
    Change vs previous 13F -13,213 shares

    2.68% of the 13F portfolio, value $3,269,462.

    13F-HR 0001085146-25-002067 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 130,146 shares
    Change vs previous 13F +88,558 shares

    2.97% of the 13F portfolio, value $3,555,580.

    13F-HR 0001085146-25-000268 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 41,588 shares
    Change vs previous 13F +664 shares

    3.01% of the 13F portfolio, value $3,515,436.

    13F-HR 0001085146-24-005022 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 40,924 shares
    Change vs previous 13F +230 shares

    2.93% of the 13F portfolio, value $3,182,233.

    13F-HR 0001085146-24-002923 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 40,694 shares
    Change vs previous 13F +3,895 shares

    3.29% of the 13F portfolio, value $3,281,134.

    13F-HR 0001085146-24-002280 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 36,799 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $2,801,500.

    13F-HR 0001085146-24-002257 filed by LPF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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