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Disclosery

Newport Capital Group, LLC: SCHD position timeline

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

Newport Capital Group, LLC held 0 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -18,721 shares

    13F-HR 0001085146-25-005118 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 18,721 shares
    Change vs previous 13F +117 shares

    0.38% of the 13F portfolio, value $523,442.

    13F-HR 0001085146-25-002159 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,604 shares
    Change vs previous 13F +13,725 shares

    0.37% of the 13F portfolio, value $508,261.

    13F-HR 0001085146-25-000616 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,879 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $412,422.

    13F-HR 0001085146-24-005506 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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