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Olistico Wealth, LLC: SCHD position timeline

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

Olistico Wealth, LLC held 124,750 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 124,750 shares
    Change vs previous 13F +4,305 shares

    1.7% of the 13F portfolio, value $4,058,112.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 120,445 shares
    Change vs previous 13F +7,619 shares

    1.63% of the 13F portfolio, value $3,819,321.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 112,826 shares
    Change vs previous 13F -9,799 shares

    1.71% of the 13F portfolio, value $3,461,500.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 122,625 shares
    Change vs previous 13F +30,207 shares

    1.64% of the 13F portfolio, value $3,363,600.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 92,418 shares
    Change vs previous 13F +13,422 shares

    1.33% of the 13F portfolio, value $2,523,019.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 78,996 shares
    Change vs previous 13F +58,882 shares

    1.16% of the 13F portfolio, value $2,093,406.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,114 shares
    Change vs previous 13F +18,996 shares

    0.35% of the 13F portfolio, value $562,405.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,118 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $30,552.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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