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MKD WEALTH COACHES, LLC: SCHD position timeline

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

MKD WEALTH COACHES, LLC held 7,261 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,261 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $236,209.

    13F-HR 0001754960-26-000831 filed by MKD WEALTH COACHES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,261 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $230,255.

    13F-HR 0001754960-26-000500 filed by MKD WEALTH COACHES, 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 7,261 shares
    Change vs previous 13F +7,261 shares

    0.22% of the 13F portfolio, value $222,776.

    13F-HR 0001754960-26-000228 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -7,261 shares

    13F-HR 0001754960-25-000352 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 7,261 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $203,025.

    13F-HR 0001754960-25-000166 filed by MKD WEALTH COACHES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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