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Disclosery

Shorepoint Capital Partners LLC: SCHD position timeline

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

Shorepoint Capital Partners LLC held 482,648 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 482,648 shares
    Change vs previous 13F -7,769 shares

    2.62% of the 13F portfolio, value $13,176,287.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 490,417 shares
    Change vs previous 13F -17,718 shares

    3.1% of the 13F portfolio, value $13,712,073.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 508,135 shares
    Change vs previous 13F +337,538 shares

    3.17% of the 13F portfolio, value $13,882,256.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 170,597 shares
    Change vs previous 13F +684 shares

    3.28% of the 13F portfolio, value $14,420,539.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 169,913 shares
    Change vs previous 13F -3,981 shares

    3.1% of the 13F portfolio, value $13,212,406.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 173,894 shares
    Change vs previous 13F -335 shares

    3.43% of the 13F portfolio, value $14,021,043.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 174,229 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $13,264,026.

    13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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