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Disclosery

V. M. MANNING & CO., INC.: SCHD position timeline

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

V. M. MANNING & CO., INC. held 25,586 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 25,586 shares
    Change vs previous 13F -82 shares

    0.71% of the 13F portfolio, value $701,834.

    13F-HR 0002085853-26-000229 filed by V. M. MANNING & 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 ended2025-09-30
    13F 25,668 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $715,712.

    13F-HR 0002085853-25-000099 filed by V. M. MANNING & 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 ended2025-06-30
    13F 25,668 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $715,712.

    13F-HR 0001667731-25-001264 filed by V. M. MANNING & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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