Skip to content
Disclosery

OLYMPUS WEALTH MANAGEMENT, LLC: SCHD position timeline

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

OLYMPUS WEALTH MANAGEMENT, LLC held 478,107 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 478,107 shares
    Change vs previous 13F +44,509 shares

    4.26% of the 13F portfolio, value $12,669,830.

    13F-HR 0001995674-25-000004 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 433,598 shares
    Change vs previous 13F -625,329 shares

    5.32% of the 13F portfolio, value $12,123,402.

    13F-HR 0001995674-25-000003 filed by OLYMPUS WEALTH MANAGEMENT, 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 1,058,927 shares
    Change vs previous 13F +686,065 shares

    10.53% of the 13F portfolio, value $28,929,891.

    13F-HR 0001995674-25-000001 filed by OLYMPUS WEALTH MANAGEMENT, 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 372,862 shares
    Change vs previous 13F -57,230 shares

    10.84% of the 13F portfolio, value $31,518,065.

    13F-HR 0001995674-24-000009 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 430,092 shares
    Change vs previous 13F +192,159 shares

    10.46% of the 13F portfolio, value $33,443,937.

    13F-HR 0001995674-24-000005 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 237,933 shares
    Change vs previous 13F -50,751 shares

    11.37% of the 13F portfolio, value $19,184,538.

    13F-HR 0001995674-24-000004 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 288,684 shares
    Change vs previous 13F -2,388 shares

    11.28% of the 13F portfolio, value $21,977,475.

    13F-HR/A 0001995674-24-000003 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 291,072 shares
    Change vs previous 13F not available

    11.79% of the 13F portfolio, value $20,596,252.

    13F-HR 0001995674-23-000009 filed by OLYMPUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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