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Miramar Capital, LLC: SCHD position timeline

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

Miramar Capital, LLC held 81,245 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,245 shares
    Change vs previous 13F +2,410 shares

    0.57% of the 13F portfolio, value $2,576,279.

    13F-HR 0001767812-26-000004 filed by Miramar Capital, 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 78,835 shares
    Change vs previous 13F -935 shares

    0.54% of the 13F portfolio, value $2,418,658.

    13F-HR 0001767812-26-000002 filed by Miramar Capital, 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 79,770 shares
    Change vs previous 13F +2,161 shares

    0.48% of the 13F portfolio, value $2,188,091.

    13F-HR 0001767812-26-000001 filed by Miramar Capital, 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 77,609 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,118,735.

    13F-HR 0001767812-25-000006 filed by Miramar Capital, 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 77,609 shares
    Change vs previous 13F +7,798 shares

    0.49% of the 13F portfolio, value $2,056,647.

    13F-HR 0001767812-25-000005 filed by Miramar Capital, 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 69,811 shares
    Change vs previous 13F -575 shares

    0.46% of the 13F portfolio, value $1,951,926.

    13F-HR 0001767812-25-000003 filed by Miramar Capital, 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 70,386 shares
    Change vs previous 13F +61,199 shares

    0.46% of the 13F portfolio, value $1,922,955.

    13F-HR 0001767812-25-000001 filed by Miramar Capital, 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 9,187 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $776,606.

    13F-HR 0001767812-24-000006 filed by Miramar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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