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Disclosery

Owen LaRue, LLC: SCHD position timeline

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

Owen LaRue, LLC held 38,541 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,541 shares
    Change vs previous 13F +6,249 shares

    0.43% of the 13F portfolio, value $1,222,136.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 32,292 shares
    Change vs previous 13F +5,646 shares

    0.38% of the 13F portfolio, value $990,716.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 26,646 shares
    Change vs previous 13F +14,329 shares

    0.28% of the 13F portfolio, value $730,910.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 12,317 shares
    Change vs previous 13F +1,014 shares

    0.13% of the 13F portfolio, value $336,255.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, 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 11,303 shares
    Change vs previous 13F +110 shares

    0.13% of the 13F portfolio, value $299,532.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, 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 11,193 shares
    Change vs previous 13F -594 shares

    0.16% of the 13F portfolio, value $312,957.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, 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 11,787 shares
    Change vs previous 13F +7,880 shares

    0.17% of the 13F portfolio, value $322,034.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, 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 3,907 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $330,235.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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