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Disclosery

Trinity Legacy Partners, LLC: SCHD position timeline

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

Trinity Legacy Partners, LLC held 9,450 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,450 shares
    Change vs previous 13F -310 shares

    0.06% of the 13F portfolio, value $312,222.

    13F-HR 0001214659-26-008905 filed by Trinity Legacy Partners, 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 9,760 shares
    Change vs previous 13F +105 shares

    0.06% of the 13F portfolio, value $299,731.

    13F-HR 0001214659-26-004719 filed by Trinity Legacy Partners, 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 9,655 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $264,837.

    13F-HR 0001214659-26-000809 filed by Trinity Legacy Partners, 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 9,555 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $255,596.

    13F-HR 0001214659-25-015825 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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