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Ring Mountain Capital, LLC: SCHD position timeline

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

Ring Mountain Capital, LLC held 17,224 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,224 shares
    Change vs previous 13F -103 shares

    0.23% of the 13F portfolio, value $560,283.

    13F-HR 0002051343-26-000004 filed by Ring Mountain Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,327 shares
    Change vs previous 13F -212 shares

    0.23% of the 13F portfolio, value $549,455.

    13F-HR 0002051343-26-000003 filed by Ring Mountain Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,539 shares
    Change vs previous 13F -532 shares

    0.29% of the 13F portfolio, value $538,000.

    13F-HR 0002051343-26-000002 filed by Ring Mountain Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,071 shares
    Change vs previous 13F -151 shares

    0.27% of the 13F portfolio, value $522,000.

    13F-HR 0002051343-26-000001 filed by Ring Mountain Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,222 shares
    Change vs previous 13F -181 shares

    0.28% of the 13F portfolio, value $497,000.

    13F-HR 0002051343-25-000005 filed by Ring Mountain Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,403 shares
    Change vs previous 13F -43 shares

    0.3% of the 13F portfolio, value $497,249.

    13F-HR 0002051343-25-000004 filed by Ring Mountain Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,446 shares
    Change vs previous 13F -152 shares

    0.39% of the 13F portfolio, value $515,757.

    13F-HR 0002051343-25-000003 filed by Ring Mountain Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,598 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $508,091.

    13F-HR 0002051343-25-000001 filed by Ring Mountain Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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