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Disclosery

Stonebrook Private Inc.: SCHD position timeline

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

Stonebrook Private Inc. held 25,528 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,528 shares
    Change vs previous 13F -132 shares

    0.15% of the 13F portfolio, value $809,483.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 25,660 shares
    Change vs previous 13F -1,963 shares

    0.17% of the 13F portfolio, value $787,234.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    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 27,623 shares
    Change vs previous 13F -799 shares

    0.16% of the 13F portfolio, value $757,712.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    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 28,422 shares
    Change vs previous 13F +90 shares

    0.17% of the 13F portfolio, value $775,919.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private Inc.
    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 28,332 shares
    Change vs previous 13F -3,816 shares

    0.18% of the 13F portfolio, value $750,786.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private Inc.
    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 32,148 shares
    Change vs previous 13F +624 shares

    0.23% of the 13F portfolio, value $898,850.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private Inc.
    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 31,524 shares
    Change vs previous 13F +20,800 shares

    0.23% of the 13F portfolio, value $861,237.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private Inc.
    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 10,724 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $906,481.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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