Skip to content
Disclosery

Newman Dignan & Sheerar, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Newman Dignan & Sheerar, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Newman Dignan & Sheerar, Inc. held 938,972 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 938,972 shares
    Change vs previous 13F -544 shares

    5.69% of the 13F portfolio, value $29,774,817.

    13F-HR 0001566493-26-000003 filed by Newman Dignan & Sheerar, 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 939,516 shares
    Change vs previous 13F -15,522 shares

    6.07% of the 13F portfolio, value $28,824,354.

    13F-HR 0001566493-26-000002 filed by Newman Dignan & Sheerar, 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 955,038 shares
    Change vs previous 13F +33,253 shares

    5.46% of the 13F portfolio, value $26,196,704.

    13F-HR 0001566493-26-000001 filed by Newman Dignan & Sheerar, 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 921,785 shares
    Change vs previous 13F +18,452 shares

    5.43% of the 13F portfolio, value $25,164,729.

    13F-HR 0001566493-25-000010 filed by Newman Dignan & Sheerar, 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 903,333 shares
    Change vs previous 13F +24,784 shares

    5.5% of the 13F portfolio, value $23,938,313.

    13F-HR 0001566493-25-000004 filed by Newman Dignan & Sheerar, 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/A 878,549 shares
    Change vs previous 13F +72,673 shares

    6.7% of the 13F portfolio, value $24,564,235.

    13F-HR/A 0001566493-25-000003 filed by Newman Dignan & Sheerar, 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 805,876 shares
    Change vs previous 13F +21,425 shares

    5.64% of the 13F portfolio, value $22,016,540.

    13F-HR 0001566493-25-000001 filed by Newman Dignan & Sheerar, 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 784,451 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $22,215,664.

    13F-HR 0001566493-24-000007 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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