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Disclosery

VIAWEALTH, LLC: SCHD position timeline

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

VIAWEALTH, LLC held 67,997 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,997 shares
    Change vs previous 13F +515 shares

    1.08% of the 13F portfolio, value $2,156,183.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 67,482 shares
    Change vs previous 13F +216 shares

    1.15% of the 13F portfolio, value $2,070,361.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 67,266 shares
    Change vs previous 13F -2,085 shares

    1.04% of the 13F portfolio, value $1,845,102.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 69,351 shares
    Change vs previous 13F -13,561 shares

    1.03% of the 13F portfolio, value $1,893,291.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, LLC
    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 82,912 shares
    Change vs previous 13F -27,299 shares

    1.3% of the 13F portfolio, value $2,197,158.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, LLC
    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 110,211 shares
    Change vs previous 13F +18,706 shares

    1.9% of the 13F portfolio, value $3,081,505.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, LLC
    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 91,505 shares
    Change vs previous 13F +64,048 shares

    1.51% of the 13F portfolio, value $2,499,915.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, LLC
    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 27,457 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,320,980.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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