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Disclosery

MOR Wealth Management, LLC: SCHD position timeline

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

MOR Wealth Management, LLC held 111,579 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,579 shares
    Change vs previous 13F -21,279 shares

    1.41% of the 13F portfolio, value $3,538,162.

    13F-HR 0002092389-26-000005 filed by MOR Wealth Management, 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 132,858 shares
    Change vs previous 13F -15,888 shares

    1.87% of the 13F portfolio, value $4,076,071.

    13F-HR 0002092389-26-000003 filed by MOR Wealth Management, 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 148,746 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $4,080,092.

    13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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