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THOMPSON DAVIS & CO., INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THOMPSON DAVIS & CO., INC. on SCHD, newest first. How the timeline and the estimate are built.

THOMPSON DAVIS & CO., INC. held 34,807 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,807 shares
    Change vs previous 13F +17,644 shares

    0.66% of the 13F portfolio, value $1,103,724.

    13F-HR 0001017284-26-000007 filed by THOMPSON DAVIS & CO., 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 17,163 shares
    Change vs previous 13F +72 shares

    0.35% of the 13F portfolio, value $526,546.

    13F-HR 0001017284-26-000005 filed by THOMPSON DAVIS & CO., 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 17,091 shares
    Change vs previous 13F -60 shares

    0.28% of the 13F portfolio, value $468,810.

    13F-HR 0001017284-26-000001 filed by THOMPSON DAVIS & CO., 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 17,151 shares
    Change vs previous 13F +1,330 shares

    0.29% of the 13F portfolio, value $468,236.

    13F-HR 0001017284-25-000009 filed by THOMPSON DAVIS & CO., 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/A 15,821 shares
    Change vs previous 13F -919 shares

    0.29% of the 13F portfolio, value $419,264.

    13F-HR/A 0001017284-25-000007 filed by THOMPSON DAVIS & CO., 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 16,740 shares
    Change vs previous 13F +82 shares

    0.37% of the 13F portfolio, value $468,048.

    13F-HR 0001017284-25-000003 filed by THOMPSON DAVIS & CO., 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 16,658 shares
    Change vs previous 13F +11,635 shares

    0.29% of the 13F portfolio, value $455,085.

    13F-HR 0001017284-25-000001 filed by THOMPSON DAVIS & CO., 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 5,023 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $424,611.

    13F-HR 0001017284-24-000013 filed by THOMPSON DAVIS & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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