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SILVERLAKE WEALTH MANAGEMENT LLC: SCHD position timeline

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

SILVERLAKE WEALTH MANAGEMENT LLC held 102,656 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,656 shares
    Change vs previous 13F +7,580 shares

    0.62% of the 13F portfolio, value $3,255,228.

    13F-HR 0001951757-26-001127 filed by SILVERLAKE WEALTH MANAGEMENT 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 95,076 shares
    Change vs previous 13F -334 shares

    0.62% of the 13F portfolio, value $2,916,944.

    13F-HR 0001951757-26-000600 filed by SILVERLAKE WEALTH MANAGEMENT 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 95,410 shares
    Change vs previous 13F -2,332 shares

    0.59% of the 13F portfolio, value $2,617,090.

    13F-HR 0001951757-26-000041 filed by SILVERLAKE WEALTH MANAGEMENT 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 97,742 shares
    Change vs previous 13F +2,994 shares

    0.65% of the 13F portfolio, value $2,668,365.

    13F-HR 0001951757-25-001209 filed by SILVERLAKE WEALTH MANAGEMENT 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 94,748 shares
    Change vs previous 13F +9,529 shares

    0.74% of the 13F portfolio, value $2,510,824.

    13F-HR 0001951757-25-001117 filed by SILVERLAKE WEALTH MANAGEMENT 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 85,219 shares
    Change vs previous 13F +4,646 shares

    0.91% of the 13F portfolio, value $2,382,727.

    13F-HR 0001951757-25-000479 filed by SILVERLAKE WEALTH MANAGEMENT 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 80,573 shares
    Change vs previous 13F +56,312 shares

    0.85% of the 13F portfolio, value $2,201,258.

    13F-HR 0001951757-25-000137 filed by SILVERLAKE WEALTH MANAGEMENT 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 24,261 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,050,765.

    13F-HR 0001951757-24-001007 filed by SILVERLAKE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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