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Disclosery

Navalign, LLC: SCHD position timeline

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

Navalign, LLC held 290,110 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,110 shares
    Change vs previous 13F -244 shares

    2.14% of the 13F portfolio, value $9,199,389.

    13F-HR 0001820593-26-000004 filed by Navalign, 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 290,354 shares
    Change vs previous 13F -348 shares

    2.25% of the 13F portfolio, value $8,908,051.

    13F-HR 0001820593-26-000003 filed by Navalign, 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 290,702 shares
    Change vs previous 13F +18,127 shares

    1.96% of the 13F portfolio, value $7,973,947.

    13F-HR 0001820593-26-000001 filed by Navalign, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 272,575 shares
    Change vs previous 13F +5,867 shares

    1.96% of the 13F portfolio, value $7,441,289.

    13F-HR 0001820593-25-000004 filed by Navalign, LLC
    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 266,708 shares
    Change vs previous 13F +11,014 shares

    1.95% of the 13F portfolio, value $7,067,754.

    13F-HR 0001085146-25-004512 filed by Navalign, LLC
    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 255,694 shares
    Change vs previous 13F -6,542 shares

    2.04% of the 13F portfolio, value $7,149,196.

    13F-HR 0001085146-25-002462 filed by Navalign, LLC
    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 262,236 shares
    Change vs previous 13F +180,107 shares

    2.11% of the 13F portfolio, value $7,164,279.

    13F-HR 0001085146-25-001737 filed by Navalign, LLC
    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 82,129 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $6,942,370.

    13F-HR 0001085146-24-005285 filed by Navalign, LLC
    Filed (acceptance time not in the bulk data set), ingested

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