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Pine Haven Investment Counsel, Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pine Haven Investment Counsel, Inc on SCHD, newest first. How the timeline and the estimate are built.

Pine Haven Investment Counsel, Inc held 18,219 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,219 shares
    Change vs previous 13F +1,210 shares

    0.39% of the 13F portfolio, value $577,724.

    13F-HR 0001899753-26-000004 filed by Pine Haven Investment Counsel, Inc
    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 17,009 shares
    Change vs previous 13F +565 shares

    0.38% of the 13F portfolio, value $521,836.

    13F-HR 0001899753-26-000003 filed by Pine Haven Investment Counsel, Inc
    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 16,444 shares
    Change vs previous 13F +1,400 shares

    0.32% of the 13F portfolio, value $451,059.

    13F-HR 0001899753-26-000001 filed by Pine Haven Investment Counsel, Inc
    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 15,044 shares
    Change vs previous 13F -435 shares

    0.3% of the 13F portfolio, value $410,701.

    13F-HR 0001899753-25-000002 filed by Pine Haven Investment Counsel, Inc
    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 15,479 shares
    Change vs previous 13F +3,015 shares

    0.32% of the 13F portfolio, value $410,194.

    13F-HR 0001085146-25-003863 filed by Pine Haven Investment Counsel, Inc
    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 12,464 shares
    Change vs previous 13F +820 shares

    0.29% of the 13F portfolio, value $348,493.

    13F-HR 0001085146-25-002070 filed by Pine Haven Investment Counsel, Inc
    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 11,644 shares
    Change vs previous 13F +8,926 shares

    0.26% of the 13F portfolio, value $318,114.

    13F-HR 0001085146-25-000250 filed by Pine Haven Investment Counsel, Inc
    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 2,718 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $229,753.

    13F-HR 0001085146-24-004754 filed by Pine Haven Investment Counsel, Inc
    Filed (acceptance time not in the bulk data set), ingested

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