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Disclosery

SFM, LLC: SCHD position timeline

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

SFM, LLC held 127,787 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,787 shares
    Change vs previous 13F -14,581 shares

    2.08% of the 13F portfolio, value $4,052,140.

    13F-HR 0002064225-26-000004 filed by SFM, 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 142,368 shares
    Change vs previous 13F +7,900 shares

    2.64% of the 13F portfolio, value $4,367,838.

    13F-HR 0002064225-26-000002 filed by SFM, 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 134,468 shares
    Change vs previous 13F +7,543 shares

    2.16% of the 13F portfolio, value $3,688,455.

    13F-HR 0002064225-26-000001 filed by SFM, 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 126,925 shares
    Change vs previous 13F +10,668 shares

    2.01% of the 13F portfolio, value $3,465,054.

    13F-HR 0002064225-25-000001 filed by SFM, 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 116,257 shares
    Change vs previous 13F +9,770 shares

    1.98% of the 13F portfolio, value $3,080,804.

    13F-HR 0001085146-25-003911 filed by SFM, 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 106,487 shares
    Change vs previous 13F +5,740 shares

    2.19% of the 13F portfolio, value $2,977,376.

    13F-HR 0001085146-25-002154 filed by SFM, 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 100,747 shares
    Change vs previous 13F +66,944 shares

    1.94% of the 13F portfolio, value $2,752,416.

    13F-HR 0001085146-25-002153 filed by SFM, 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 33,803 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,857,367.

    13F-HR 0001085146-25-002152 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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