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Disclosery

Stevard, LLC: SCHD position timeline

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

Stevard, LLC held 0 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -3,921 shares

    13F-HR 0001104659-24-118461 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 3,921 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $304,897.

    13F-HR 0001104659-24-087405 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 3,921 shares
    Change vs previous 13F -2,478 shares

    0.29% of the 13F portfolio, value $316,150.

    13F-HR 0001104659-24-060525 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 6,399 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $487,156.

    13F-HR 0001104659-24-017687 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 6,399 shares
    Change vs previous 13F -3,919 shares

    0.46% of the 13F portfolio, value $452,793.

    13F-HR 0001104659-23-117440 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 10,318 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $749,293.

    13F-HR 0001104659-23-090238 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 10,318 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $754,865.

    13F-HR 0001104659-23-059536 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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