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Procyon Advisors, LLC: SCHD position timeline

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

Procyon Advisors, LLC held 10,203 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,203 shares
    Change vs previous 13F +1,094 shares

    0.01% of the 13F portfolio, value $323,549.

    13F-HR 0001951757-26-000939 filed by Procyon Advisors, 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 9,109 shares
    Change vs previous 13F -1,479 shares

    0.01% of the 13F portfolio, value $279,457.

    13F-HR 0001951757-26-000765 filed by Procyon Advisors, 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 10,588 shares
    Change vs previous 13F -2,177 shares

    0.01% of the 13F portfolio, value $290,420.

    13F-HR 0001951757-26-000027 filed by Procyon Advisors, 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 12,765 shares
    Change vs previous 13F -311 shares

    0.02% of the 13F portfolio, value $348,498.

    13F-HR 0001951757-25-001218 filed by Procyon Advisors, 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 13,076 shares
    Change vs previous 13F -1,143 shares

    0.03% of the 13F portfolio, value $346,527.

    13F-HR 0001951757-25-000600 filed by Procyon Advisors, 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 14,219 shares
    Change vs previous 13F -1,280 shares

    0.02% of the 13F portfolio, value $397,557.

    13F-HR 0001951757-25-000320 filed by Procyon Advisors, 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 15,499 shares
    Change vs previous 13F +9,754 shares

    0.03% of the 13F portfolio, value $423,433.

    13F-HR 0001951757-25-000036 filed by Procyon Advisors, 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 5,745 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $485,640.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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