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Disclosery

Spectrum Wealth Counsel, LLC: SCHD position timeline

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

Spectrum Wealth Counsel, LLC held 142,657 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 142,657 shares
    Change vs previous 13F +18 shares

    0.48% of the 13F portfolio, value $3,988,677.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 142,639 shares
    Change vs previous 13F +95,621 shares

    0.46% of the 13F portfolio, value $3,896,898.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 47,018 shares
    Change vs previous 13F +3 shares

    0.47% of the 13F portfolio, value $3,974,414.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 47,015 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $3,655,919.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 47,015 shares
    Change vs previous 13F +1 shares

    0.46% of the 13F portfolio, value $3,790,854.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 47,014 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,579,214.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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