Skip to content
Disclosery

Opulen Financial Group LLC: SCHD position timeline

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

Opulen Financial Group LLC held 567,755 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 567,755 shares
    Change vs previous 13F +2,238 shares

    11.32% of the 13F portfolio, value $18,003,500.

    13F-HR 0002055099-26-000003 filed by Opulen Financial 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 ended2026-03-31
    13F 565,517 shares
    Change vs previous 13F +21,404 shares

    12.21% of the 13F portfolio, value $17,350,070.

    13F-HR 0002055099-26-000002 filed by Opulen Financial Group 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 544,113 shares
    Change vs previous 13F +32,121 shares

    10.87% of the 13F portfolio, value $14,925,018.

    13F-HR 0002055099-26-000001 filed by Opulen Financial 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 ended2025-09-30
    13F 511,992 shares
    Change vs previous 13F +8,650 shares

    10.6% of the 13F portfolio, value $13,977,368.

    13F-HR 0002055099-25-000010 filed by Opulen Financial 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 ended2025-06-30
    13F 503,342 shares
    Change vs previous 13F -1,306 shares

    10.94% of the 13F portfolio, value $13,338,564.

    13F-HR 0002055099-25-000004 filed by Opulen Financial 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 ended2025-03-31
    13F 504,648 shares
    Change vs previous 13F +14,145 shares

    12.82% of the 13F portfolio, value $14,109,961.

    13F-HR 0002055099-25-000002 filed by Opulen Financial 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 ended2024-12-31
    13F 490,503 shares
    Change vs previous 13F not available

    12.18% of the 13F portfolio, value $13,400,554.

    13F-HR 0002055099-25-000001 filed by Opulen Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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