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MARIPAU WEALTH MANAGEMENT LLC: SCHD position timeline

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

MARIPAU WEALTH MANAGEMENT LLC held 140,462 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,462 shares
    Change vs previous 13F +40,605 shares

    1.59% of the 13F portfolio, value $4,453,472.

    13F-HR 0001890698-26-000005 filed by MARIPAU WEALTH 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/A 99,857 shares
    Change vs previous 13F +9,066 shares

    1.35% of the 13F portfolio, value $3,063,604.

    13F-HR/A 0001890698-26-000003 filed by MARIPAU WEALTH 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 90,791 shares
    Change vs previous 13F +13,753 shares

    1.14% of the 13F portfolio, value $2,469,982.

    13F-HR 0001890698-26-000001 filed by MARIPAU WEALTH 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 77,038 shares
    Change vs previous 13F +25,855 shares

    1.06% of the 13F portfolio, value $2,103,134.

    13F-HR 0001890698-25-000006 filed by MARIPAU WEALTH 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 51,183 shares
    Change vs previous 13F +19,242 shares

    0.68% of the 13F portfolio, value $1,358,058.

    13F-HR 0001890698-25-000003 filed by MARIPAU WEALTH 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 31,941 shares
    Change vs previous 13F +8,073 shares

    0.51% of the 13F portfolio, value $893,083.

    13F-HR 0001890698-25-000002 filed by MARIPAU WEALTH 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 23,868 shares
    Change vs previous 13F +23,868 shares

    0.39% of the 13F portfolio, value $652,080.

    13F-HR 0001890698-25-000001 filed by MARIPAU WEALTH 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001056516-24-000007 filed by MARIPAU WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.