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RE Dickinson Investment Advisors, LLC: SCHD position timeline

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

RE Dickinson Investment Advisors, LLC held 29,646 SCHD shares at 2024-12-31 per its 13F-HR/A filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F/A 29,646 shares
    Change vs previous 13F +18,832 shares

    0.46% of the 13F portfolio, value $8,099.

    13F-HR/A 0001801241-25-000002 filed by RE Dickinson Investment 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 ended2024-09-30
    13F 10,814 shares
    Change vs previous 13F -2,110 shares

    0.52% of the 13F portfolio, value $914,116.

    13F-HR 0001801241-24-000007 filed by RE Dickinson Investment 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 ended2024-06-30
    13F 12,924 shares
    Change vs previous 13F -6,674 shares

    0.61% of the 13F portfolio, value $1,009,494.

    13F-HR 0001801241-24-000005 filed by RE Dickinson Investment 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 ended2024-03-31
    13F 19,598 shares
    Change vs previous 13F -127,801 shares

    0.99% of the 13F portfolio, value $1,580,000.

    13F-HR 0001801241-24-000004 filed by RE Dickinson Investment 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 ended2023-12-31
    13F 147,399 shares
    Change vs previous 13F +3,053 shares

    7.46% of the 13F portfolio, value $11,222,000.

    13F-HR 0001801241-24-000002 filed by RE Dickinson Investment 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 ended2023-09-30
    13F 144,346 shares
    Change vs previous 13F +9,722 shares

    7.17% of the 13F portfolio, value $10,214,000.

    13F-HR 0001801241-23-000007 filed by RE Dickinson Investment 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 ended2023-06-30
    13F 134,624 shares
    Change vs previous 13F +10,824 shares

    3.59% of the 13F portfolio, value $9,776,000.

    13F-HR 0001801241-23-000005 filed by RE Dickinson Investment 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 ended2023-03-31
    13F/A 123,800 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $9,057,000.

    13F-HR/A 0001801241-23-000004 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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