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Spartan Wealth Advisory Services LLC: SCHD position timeline

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

Spartan Wealth Advisory Services LLC held 224,866 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,866 shares
    Change vs previous 13F -9,979 shares

    0.58% of the 13F portfolio, value $7,130,489.

    13F-HR 0001765380-26-000292 filed by Spartan Wealth Advisory Services 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 234,845 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $7,205,040.

    13F-HR 0001765380-26-000177 filed by Spartan Wealth Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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