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Disclosery

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA): SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) on SCHD, newest first. How the timeline and the estimate are built.

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) held 17,821 SCHD shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 17,821 shares
    Change vs previous 13F +257 shares

    0.7% of the 13F portfolio, value $1,348,000.

    13F-HR 0001540142-21-000007 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 17,564 shares
    Change vs previous 13F +917 shares

    0.55% of the 13F portfolio, value $1,281,000.

    13F-HR 0001540142-21-000004 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 16,647 shares
    Change vs previous 13F +1,022 shares

    0.5% of the 13F portfolio, value $1,068,000.

    13F-HR 0001540142-21-000002 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 15,625 shares
    Change vs previous 13F -687 shares

    0.45% of the 13F portfolio, value $864,000.

    13F-HR 0001540142-20-000008 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 16,312 shares
    Change vs previous 13F +1,582 shares

    0.45% of the 13F portfolio, value $844,000.

    13F-HR 0001540142-20-000006 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 14,730 shares
    Change vs previous 13F -2,322 shares

    0.42% of the 13F portfolio, value $663,000.

    13F-HR 0001540142-20-000004 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 17,052 shares
    Change vs previous 13F +229 shares

    0.46% of the 13F portfolio, value $988,000.

    13F-HR 0001540142-20-000002 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 16,823 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $922,000.

    13F-HR 0001540142-19-000010 filed by SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)
    Filed (acceptance time not in the bulk data set), ingested

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