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Disclosery

PKS Advisory Services, LLC: SCHD position timeline

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

PKS Advisory Services, LLC held 83,952 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,952 shares
    Change vs previous 13F +30,797 shares

    0.42% of the 13F portfolio, value $2,662,099.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 53,155 shares
    Change vs previous 13F -50,845 shares

    0.38% of the 13F portfolio, value $1,630,792.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 104,000 shares
    Change vs previous 13F +1,451 shares

    0.65% of the 13F portfolio, value $2,852,714.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 102,549 shares
    Change vs previous 13F -22,430 shares

    0.58% of the 13F portfolio, value $2,799,601.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 124,979 shares
    Change vs previous 13F +17,194 shares

    0.84% of the 13F portfolio, value $3,311,941.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 107,785 shares
    Change vs previous 13F +76,168 shares

    0.79% of the 13F portfolio, value $2,873,878.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 31,617 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $863,784.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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