Mainsail Financial Group, LLC: SCHD position timeline

Mainsail Financial Group, LLC held 71,087 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 71,087 shares

   Change vs previous 13F -51,360 shares

   0.77% of the 13F portfolio, value $2,254,169.

   13F-HR 0001961290-26-000003 filed by Mainsail Financial Group, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 122,447 shares

   Change vs previous 13F -4,629 shares

   1.57% of the 13F portfolio, value $3,756,659.

   13F-HR 0001961290-26-000002 filed by Mainsail Financial Group, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 127,076 shares

   Change vs previous 13F -495 shares

   1.45% of the 13F portfolio, value $3,485,702.

   13F-HR 0001961290-26-000001 filed by Mainsail Financial Group, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 127,571 shares

   Change vs previous 13F +257 shares

   1.5% of the 13F portfolio, value $3,482,695.

   13F-HR 0001961290-25-000005 filed by Mainsail Financial Group, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 127,314 shares

   Change vs previous 13F not available

   1.59% of the 13F portfolio, value $3,420,934.

   13F-HR 0001085146-25-003952 filed by Mainsail Financial Group, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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