Skip to content
Disclosery

Talisman Wealth Advisors LLC: SCHD position timeline

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

Talisman Wealth Advisors LLC held 0 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 0 shares
    Change vs previous 13F -219,490 shares

    13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors 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 ended2026-03-31
    13F 219,490 shares
    Change vs previous 13F +3,970 shares

    5.42% of the 13F portfolio, value $6,733,975.

    13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors LLC
    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 215,520 shares
    Change vs previous 13F +4,532 shares

    4.6% of the 13F portfolio, value $5,918,528.

    13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors LLC
    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 210,988 shares
    Change vs previous 13F +7,492 shares

    4.77% of the 13F portfolio, value $5,759,969.

    13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors LLC
    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 203,496 shares
    Change vs previous 13F -1,009 shares

    4.92% of the 13F portfolio, value $5,392,650.

    13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors LLC
    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 204,505 shares
    Change vs previous 13F +23,498 shares

    5.87% of the 13F portfolio, value $5,717,962.

    13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors LLC
    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 181,007 shares
    Change vs previous 13F +131,216 shares

    5.25% of the 13F portfolio, value $4,945,104.

    13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors LLC
    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 49,791 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $4,196,855.

    13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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