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Mesirow Financial Investment Management, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mesirow Financial Investment Management, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Mesirow Financial Investment Management, Inc. held 478,115 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 478,115 shares
    Change vs previous 13F -4,265 shares

    0.24% of the 13F portfolio, value $15,160,899.

    13F-HR 0001469475-26-000004 filed by Mesirow Financial Investment Management, Inc.
    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 482,380 shares
    Change vs previous 13F +178,293 shares

    0.24% of the 13F portfolio, value $14,799,381.

    13F-HR 0001469475-26-000002 filed by Mesirow Financial Investment Management, Inc.
    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 304,087 shares
    Change vs previous 13F -159,194 shares

    0.17% of the 13F portfolio, value $8,341,074.

    13F-HR 0001469475-26-000001 filed by Mesirow Financial Investment Management, Inc.
    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 463,281 shares
    Change vs previous 13F +4,433 shares

    0.23% of the 13F portfolio, value $12,647,550.

    13F-HR 0001469475-25-000002 filed by Mesirow Financial Investment Management, Inc.
    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 458,848 shares
    Change vs previous 13F +20,087 shares

    0.24% of the 13F portfolio, value $12,159,539.

    13F-HR 0001085146-25-004477 filed by Mesirow Financial Investment Management, Inc.
    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 438,761 shares
    Change vs previous 13F +9,097 shares

    0.24% of the 13F portfolio, value $12,267,809.

    13F-HR 0001085146-25-002744 filed by Mesirow Financial Investment Management, Inc.
    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 429,664 shares
    Change vs previous 13F +291,552 shares

    0.23% of the 13F portfolio, value $11,738,406.

    13F-HR 0001085146-25-000865 filed by Mesirow Financial Investment Management, Inc.
    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 138,112 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $11,674,120.

    13F-HR 0001085146-24-005312 filed by Mesirow Financial Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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