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VALICENTI ADVISORY SERVICES INC: SCHD position timeline

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

VALICENTI ADVISORY SERVICES INC held 28,679 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,679 shares
    Change vs previous 13F -195 shares

    0.17% of the 13F portfolio, value $909,000.

    13F-HR 0001080201-26-000004 filed by VALICENTI ADVISORY SERVICES 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 28,874 shares
    Change vs previous 13F -401 shares

    0.19% of the 13F portfolio, value $886,000.

    13F-HR 0001080201-26-000002 filed by VALICENTI ADVISORY SERVICES 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 29,275 shares
    Change vs previous 13F -1,430 shares

    0.17% of the 13F portfolio, value $803,000.

    13F-HR 0001080201-26-000001 filed by VALICENTI ADVISORY SERVICES 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 30,705 shares
    Change vs previous 13F +1,197 shares

    0.18% of the 13F portfolio, value $838,000.

    13F-HR 0001080201-25-000006 filed by VALICENTI ADVISORY SERVICES 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 29,508 shares
    Change vs previous 13F +1,389 shares

    0.18% of the 13F portfolio, value $782,000.

    13F-HR 0001080201-25-000004 filed by VALICENTI ADVISORY SERVICES 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 28,119 shares
    Change vs previous 13F +416 shares

    0.2% of the 13F portfolio, value $786,000.

    13F-HR 0001080201-25-000002 filed by VALICENTI ADVISORY SERVICES 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 27,703 shares
    Change vs previous 13F +20,788 shares

    0.19% of the 13F portfolio, value $757,000.

    13F-HR 0001080201-25-000001 filed by VALICENTI ADVISORY SERVICES 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 6,915 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $585,000.

    13F-HR 0001080201-24-000005 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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