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Disclosery

WEALTHGARDEN F.S. LLC: SCHD position timeline

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

WEALTHGARDEN F.S. LLC held 84,298 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,298 shares
    Change vs previous 13F +2,058 shares

    1.52% of the 13F portfolio, value $2,673,095.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 82,240 shares
    Change vs previous 13F +713 shares

    1.72% of the 13F portfolio, value $2,523,121.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 81,527 shares
    Change vs previous 13F +1,971 shares

    1.57% of the 13F portfolio, value $2,378,972.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 79,556 shares
    Change vs previous 13F -1,528 shares

    1.53% of the 13F portfolio, value $2,147,222.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 81,084 shares
    Change vs previous 13F -19 shares

    1.78% of the 13F portfolio, value $2,148,731.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 81,103 shares
    Change vs previous 13F +331 shares

    2.18% of the 13F portfolio, value $2,267,643.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 80,772 shares
    Change vs previous 13F +54,475 shares

    2.06% of the 13F portfolio, value $2,206,691.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. 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/A 26,297 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,222,885.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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