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Presidio Capital Management, LLC: SCHD position timeline

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

Presidio Capital Management, LLC held 0 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -16,708 shares

    13F-HR 0001951757-26-000532 filed by Presidio Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 16,708 shares
    Change vs previous 13F -912,308 shares

    0.14% of the 13F portfolio, value $458,297.

    13F-HR 0001951757-26-000147 filed by Presidio Capital 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 ended2025-09-30
    13F 929,016 shares
    Change vs previous 13F +3,742 shares

    8.89% of the 13F portfolio, value $25,362,150.

    13F-HR 0001951757-25-001321 filed by Presidio Capital 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 ended2025-06-30
    13F 925,274 shares
    Change vs previous 13F -471,138 shares

    9.44% of the 13F portfolio, value $24,519,756.

    13F-HR 0001667731-25-000748 filed by Presidio Capital 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 ended2025-03-31
    13F 1,396,412 shares
    Change vs previous 13F +343,887 shares

    16.28% of the 13F portfolio, value $39,043,673.

    13F-HR 0001667731-25-000383 filed by Presidio Capital 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 ended2024-12-31
    13F 1,052,525 shares
    Change vs previous 13F +770,102 shares

    15.4% of the 13F portfolio, value $28,754,988.

    13F-HR 0001667731-25-000271 filed by Presidio Capital 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 ended2024-09-30
    13F 282,423 shares
    Change vs previous 13F not available

    15.26% of the 13F portfolio, value $23,873,254.

    13F-HR 0001931750-24-000004 filed by Presidio Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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