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Mezzasalma Advisors, LLC: SCHD position timeline

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

Mezzasalma Advisors, LLC held 24,675 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,675 shares
    Change vs previous 13F +2,630 shares

    0.16% of the 13F portfolio, value $802,671.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,045 shares
    Change vs previous 13F -213 shares

    0.14% of the 13F portfolio, value $699,046.

    13F-HR 0001864916-26-000003 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,258 shares
    Change vs previous 13F -4,221 shares

    0.17% of the 13F portfolio, value $682,884.

    13F-HR 0001864916-26-000002 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,479 shares
    Change vs previous 13F -28,735 shares

    0.18% of the 13F portfolio, value $734,276.

    13F-HR 0001864916-26-000001 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,214 shares
    Change vs previous 13F +37,033 shares

    0.39% of the 13F portfolio, value $1,507,342.

    13F-HR 0001864916-25-000004 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,181 shares
    Change vs previous 13F -15 shares

    0.14% of the 13F portfolio, value $481,797.

    13F-HR 0001085146-25-004268 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,196 shares
    Change vs previous 13F -1,093 shares

    0.18% of the 13F portfolio, value $508,760.

    13F-HR 0001085146-25-002195 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,289 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $526,975.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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