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Disclosery

Mayfair Advisory Group, LLC: SCHD position timeline

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

Mayfair Advisory Group, LLC held 332,594 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 332,594 shares
    Change vs previous 13F +9,462 shares

    3.34% of the 13F portfolio, value $11,072,041.

    13F-HR 0001801926-26-000004 filed by Mayfair Advisory Group, 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 323,132 shares
    Change vs previous 13F -1,185 shares

    3.46% of the 13F portfolio, value $9,913,688.

    13F-HR 0001801926-26-000002 filed by Mayfair Advisory Group, 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 324,317 shares
    Change vs previous 13F -25,354 shares

    3.49% of the 13F portfolio, value $8,993,304.

    13F-HR 0001801926-26-000001 filed by Mayfair Advisory Group, 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 349,671 shares
    Change vs previous 13F -64,716 shares

    4.09% of the 13F portfolio, value $9,546,030.

    13F-HR 0001801926-25-000002 filed by Mayfair Advisory Group, 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 414,387 shares
    Change vs previous 13F -58,498 shares

    5.25% of the 13F portfolio, value $11,138,719.

    13F-HR 0001221073-25-000076 filed by Mayfair Advisory Group, 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 472,885 shares
    Change vs previous 13F +17,966 shares

    7.63% of the 13F portfolio, value $13,221,872.

    13F-HR 0001221073-25-000041 filed by Mayfair Advisory Group, 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 454,919 shares
    Change vs previous 13F +309,451 shares

    7.32% of the 13F portfolio, value $12,428,396.

    13F-HR 0001221073-25-000001 filed by Mayfair Advisory Group, 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 145,468 shares
    Change vs previous 13F not available

    7.77% of the 13F portfolio, value $12,313,828.

    13F-HR 0001221073-24-000086 filed by Mayfair Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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