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OBSIDIAN CIO, LLC: SCHD position timeline

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

OBSIDIAN CIO, LLC held 6,920 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,920 shares
    Change vs previous 13F -593 shares

    0.16% of the 13F portfolio, value $219,432.

    13F-HR 0001843581-26-000006 filed by OBSIDIAN CIO, 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 7,513 shares
    Change vs previous 13F +442 shares

    0.21% of the 13F portfolio, value $230,491.

    13F-HR 0001843581-26-000004 filed by OBSIDIAN CIO, 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 7,071 shares
    Change vs previous 13F -4,351 shares

    0.29% of the 13F portfolio, value $193,957.

    13F-HR 0001843581-26-000003 filed by OBSIDIAN CIO, 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 11,422 shares
    Change vs previous 13F -2,508 shares

    0.04% of the 13F portfolio, value $311,830.

    13F-HR 0001843581-25-000007 filed by OBSIDIAN CIO, 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 13,930 shares
    Change vs previous 13F -1,022 shares

    0.05% of the 13F portfolio, value $369,138.

    13F-HR 0001843581-25-000006 filed by OBSIDIAN CIO, 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 14,952 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $418,060.

    13F-HR 0001843581-25-000004 filed by OBSIDIAN CIO, 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 14,824 shares
    Change vs previous 13F +9,332 shares

    0.07% of the 13F portfolio, value $405,003.

    13F-HR 0001843581-25-000002 filed by OBSIDIAN CIO, 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 5,492 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $464,222.

    13F-HR 0001843581-24-000006 filed by OBSIDIAN CIO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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