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Disclosery

NAPATREE CAPITAL LLC: SCHD position timeline

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

NAPATREE CAPITAL LLC held 25,908 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 25,908 shares
    Change vs previous 13F +104 shares

    0.41% of the 13F portfolio, value $724,388.

    13F-HR 0001951757-25-000496 filed by NAPATREE 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 ended2024-12-31
    13F 25,804 shares
    Change vs previous 13F +17,243 shares

    0.41% of the 13F portfolio, value $704,965.

    13F-HR 0001951757-25-000239 filed by NAPATREE 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 ended2024-09-30
    13F 8,561 shares
    Change vs previous 13F -2,701 shares

    0.5% of the 13F portfolio, value $723,661.

    13F-HR 0001951757-24-001196 filed by NAPATREE 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 ended2024-06-30
    13F/A 11,262 shares
    Change vs previous 13F -983 shares

    0.71% of the 13F portfolio, value $875,733.

    13F-HR/A 0001951757-24-000738 filed by NAPATREE 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 ended2024-03-31
    13F 12,245 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $942,743.

    13F-HR 0001951757-24-000474 filed by NAPATREE 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 ended2023-12-31
    13F 12,245 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $932,212.

    13F-HR 0001951757-24-000264 filed by NAPATREE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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