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Old Port Advisors: SCHD position timeline

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

Old Port Advisors held 266,050 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,050 shares
    Change vs previous 13F -841 shares

    1.67% of the 13F portfolio, value $8,436,432.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 266,891 shares
    Change vs previous 13F +7,323 shares

    1.89% of the 13F portfolio, value $8,188,213.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 259,568 shares
    Change vs previous 13F +5,915 shares

    1.75% of the 13F portfolio, value $7,119,951.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 253,653 shares
    Change vs previous 13F +5,459 shares

    1.75% of the 13F portfolio, value $6,924,731.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 248,194 shares
    Change vs previous 13F +4,085 shares

    1.79% of the 13F portfolio, value $6,577,135.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 244,109 shares
    Change vs previous 13F +5,492 shares

    2.03% of the 13F portfolio, value $6,825,297.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 238,617 shares
    Change vs previous 13F +161,065 shares

    1.87% of the 13F portfolio, value $6,519,023.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 77,552 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $6,555,458.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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