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Disclosery

MORTON COMMUNITY BANK: SCHD position timeline

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

MORTON COMMUNITY BANK held 590,596 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 590,596 shares
    Change vs previous 13F -2,318 shares

    3.81% of the 13F portfolio, value $18,727,799.

    13F-HR 0002011821-26-000003 filed by MORTON COMMUNITY BANK
    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 592,914 shares
    Change vs previous 13F +2,113 shares

    3.95% of the 13F portfolio, value $18,190,602.

    13F-HR 0002011821-26-000002 filed by MORTON COMMUNITY BANK
    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 590,801 shares
    Change vs previous 13F +19,317 shares

    3.81% of the 13F portfolio, value $17,617,686.

    13F-HR 0002011821-26-000001 filed by MORTON COMMUNITY BANK
    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 571,484 shares
    Change vs previous 13F -18,934 shares

    3.54% of the 13F portfolio, value $15,287,197.

    13F-HR 0002011821-25-000007 filed by MORTON COMMUNITY BANK
    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 590,418 shares
    Change vs previous 13F -11,733 shares

    3.89% of the 13F portfolio, value $15,646,077.

    13F-HR 0002011821-25-000005 filed by MORTON COMMUNITY BANK
    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 602,151 shares
    Change vs previous 13F +16,628 shares

    4.41% of the 13F portfolio, value $16,836,142.

    13F-HR 0002011821-25-000004 filed by MORTON COMMUNITY BANK
    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 585,523 shares
    Change vs previous 13F +394,994 shares

    4.23% of the 13F portfolio, value $15,996,488.

    13F-HR 0002011821-25-000001 filed by MORTON COMMUNITY BANK
    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 190,529 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $16,105,416.

    13F-HR 0002011821-24-000005 filed by MORTON COMMUNITY BANK
    Filed (acceptance time not in the bulk data set), ingested

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