Skip to content
Disclosery

Stone Wealth Partners: SCHD position timeline

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

Stone Wealth Partners held 17,245 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,245 shares
    Change vs previous 13F -260 shares

    0.4% of the 13F portfolio, value $546,839.

    13F-HR 0001754960-26-000549 filed by Stone Wealth Partners
    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 17,505 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $537,053.

    13F-HR 0001754960-26-000370 filed by Stone Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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