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Nabity-Jensen Investment Management Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nabity-Jensen Investment Management Inc on SCHD, newest first. How the timeline and the estimate are built.

Nabity-Jensen Investment Management Inc held 38,476 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 38,476 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,220,074.

    13F-HR 0002044851-26-000003 filed by Nabity-Jensen Investment Management Inc
    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 38,476 shares
    Change vs previous 13F -65,893 shares

    0.82% of the 13F portfolio, value $1,180,444.

    13F-HR 0002044851-26-000002 filed by Nabity-Jensen Investment Management Inc
    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 104,369 shares
    Change vs previous 13F -16,854 shares

    1.94% of the 13F portfolio, value $2,862,842.

    13F-HR 0002044851-26-000001 filed by Nabity-Jensen Investment Management Inc
    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 121,223 shares
    Change vs previous 13F -3,589 shares

    2.29% of the 13F portfolio, value $3,309,376.

    13F-HR 0002044851-25-000009 filed by Nabity-Jensen Investment Management Inc
    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 124,812 shares
    Change vs previous 13F -7,699 shares

    2.44% of the 13F portfolio, value $3,307,524.

    13F-HR 0002044851-25-000006 filed by Nabity-Jensen Investment Management Inc
    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 132,511 shares
    Change vs previous 13F -12,998 shares

    2.94% of the 13F portfolio, value $3,705,027.

    13F-HR 0002044851-25-000005 filed by Nabity-Jensen Investment Management Inc
    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 145,509 shares
    Change vs previous 13F +97,056 shares

    3% of the 13F portfolio, value $3,975,313.

    13F-HR 0002044851-25-000001 filed by Nabity-Jensen Investment Management Inc
    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 48,453 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $4,095,729.

    13F-HR 0002044851-24-000001 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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