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Disclosery

Martin Worley Group: SCHD position timeline

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

Martin Worley Group held 188,118 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 188,118 shares
    Change vs previous 13F +14,429 shares

    2.44% of the 13F portfolio, value $4,985,114.

    13F-HR 0002049542-25-000002 filed by Martin Worley Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 173,689 shares
    Change vs previous 13F +2,260 shares

    2.77% of the 13F portfolio, value $4,856,339.

    13F-HR 0001754960-25-000227 filed by Martin Worley Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 171,429 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $4,683,453.

    13F-HR 0001754960-25-000137 filed by Martin Worley Group
    Filed (acceptance time not in the bulk data set), ingested

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