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Disclosery

Wedmont Private Capital: SCHD position timeline

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

Wedmont Private Capital held 233,756 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 233,756 shares
    Change vs previous 13F +11,646 shares

    0.19% of the 13F portfolio, value $7,749,013.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 222,110 shares
    Change vs previous 13F +121,591 shares

    0.2% of the 13F portfolio, value $7,196,358.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 100,519 shares
    Change vs previous 13F +802 shares

    0.1% of the 13F portfolio, value $3,102,028.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 99,717 shares
    Change vs previous 13F +4,959 shares

    0.1% of the 13F portfolio, value $2,782,118.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 94,758 shares
    Change vs previous 13F +2,745 shares

    0.1% of the 13F portfolio, value $2,585,000.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 92,013 shares
    Change vs previous 13F -4,839 shares

    0.11% of the 13F portfolio, value $2,511,027.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 96,852 shares
    Change vs previous 13F +5,887 shares

    0.13% of the 13F portfolio, value $2,450,349.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 90,965 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,456,966.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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