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Disclosery

Marble Wealth, LLC: SCHD position timeline

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

Marble Wealth, LLC held 142,287 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,287 shares
    Change vs previous 13F -1,272 shares

    0.69% of the 13F portfolio, value $4,511,905.

    13F-HR 0001951757-26-001167 filed by Marble Wealth, 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 143,559 shares
    Change vs previous 13F -148,614 shares

    0.77% of the 13F portfolio, value $4,404,394.

    13F-HR 0001951757-26-000869 filed by Marble Wealth, 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 292,173 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $8,014,300.

    13F-HR 0001951757-26-000415 filed by Marble Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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