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M&R CAPITAL MANAGEMENT INC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M&R CAPITAL MANAGEMENT INC on SCHD, newest first. How the timeline and the estimate are built.

M&R CAPITAL MANAGEMENT INC held 135 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-10-02.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 135 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,412.

    13F-HR 0001214659-24-016992 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 135 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $10,498.

    13F-HR 0001214659-24-011825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 135 shares
    Change vs previous 13F -787 shares

    <0.01% of the 13F portfolio, value $10,885.

    13F-HR 0001214659-24-005825 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 922 shares
    Change vs previous 13F -2,046 shares

    0.02% of the 13F portfolio, value $70,192.

    13F-HR 0001214659-24-000039 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 2,968 shares
    Change vs previous 13F +135 shares

    0.06% of the 13F portfolio, value $210,016.

    13F-HR 0001214659-23-013282 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 2,833 shares
    Change vs previous 13F -14 shares

    0.05% of the 13F portfolio, value $205,732.

    13F-HR 0001057395-23-000003 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 2,847 shares
    Change vs previous 13F +330 shares

    0.06% of the 13F portfolio, value $208,286.

    13F-HR 0001057395-23-000002 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 2,517 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $190,134.

    13F-HR 0001057395-23-000001 filed by M&R CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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