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Vigilant Capital Management, LLC: SCHD position timeline

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

Vigilant Capital Management, LLC held 1,495 SCHD shares at 2023-06-30 per its 13F-HR filed 2023-08-08.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 1,495 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $109,000.

    13F-HR 0001667731-23-000362 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 1,495 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $109,000.

    13F-HR 0001425845-23-000006 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 1,515 shares
    Change vs previous 13F -568 shares

    0.01% of the 13F portfolio, value $114,000.

    13F-HR 0001425845-23-000003 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 2,083 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $138,000.

    13F-HR 0001425845-22-000013 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 1,833 shares
    Change vs previous 13F -818 shares

    0.01% of the 13F portfolio, value $131,000.

    13F-HR 0001425845-22-000008 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 2,651 shares
    Change vs previous 13F +157 shares

    0.02% of the 13F portfolio, value $209,000.

    13F-HR 0001425845-22-000005 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 2,494 shares
    Change vs previous 13F -277 shares

    0.01% of the 13F portfolio, value $202,000.

    13F-HR 0001425845-22-000002 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 2,771 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $206,000.

    13F-HR 0001425845-21-000011 filed by Vigilant Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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