Skip to content
Disclosery

TRED AVON FAMILY WEALTH, LLC: SCHD position timeline

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

TRED AVON FAMILY WEALTH, LLC held 64,206 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,206 shares
    Change vs previous 13F +1,890 shares

    0.62% of the 13F portfolio, value $2,035,966.

    13F-HR 0002094435-26-000003 filed by TRED AVON FAMILY WEALTH, LLC
    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 62,316 shares
    Change vs previous 13F -5,665 shares

    0.63% of the 13F portfolio, value $1,911,853.

    13F-HR 0002094435-26-000002 filed by TRED AVON FAMILY WEALTH, 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 67,981 shares
    Change vs previous 13F -3,217 shares

    0.61% of the 13F portfolio, value $1,864,717.

    13F-HR 0002094435-26-000001 filed by TRED AVON FAMILY WEALTH, 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 71,198 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,943,716.

    13F-HR 0002094435-25-000001 filed by TRED AVON FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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