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Disclosery

O'Dell Group, LLC: SCHD position timeline

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

O'Dell Group, LLC held 12,606 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,606 shares
    Change vs previous 13F +12,606 shares

    0.07% of the 13F portfolio, value $344,139.

    13F-HR 0001742569-25-000006 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -13,147 shares

    13F-HR 0001742569-25-000003 filed by O'Dell 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.

  3. period ended2025-03-31
    13F 13,147 shares
    Change vs previous 13F +21 shares

    0.1% of the 13F portfolio, value $367,581.

    13F-HR 0001742569-25-000002 filed by O'Dell 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 ended2024-12-31
    13F 13,126 shares
    Change vs previous 13F +8,742 shares

    0.08% of the 13F portfolio, value $358,609.

    13F-HR 0001742569-25-000001 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,384 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $370,575.

    13F-HR 0001742569-24-000006 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,308 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $347,349.

    13F-HR 0001742569-24-000005 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,308 shares
    Change vs previous 13F +30 shares

    0.09% of the 13F portfolio, value $347,349.

    13F-HR 0001742569-24-000004 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,278 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $325,717.

    13F-HR 0001742569-24-000001 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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