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WEST MICHIGAN ADVISORS, LLC: SCHD position timeline

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

WEST MICHIGAN ADVISORS, LLC held 57,864 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 57,864 shares
    Change vs previous 13F +3,370 shares

    0.35% of the 13F portfolio, value $1,834,860.

    13F-HR/A 0001765380-26-000412 filed by WEST MICHIGAN ADVISORS, 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 54,494 shares
    Change vs previous 13F +6,049 shares

    0.37% of the 13F portfolio, value $1,671,891.

    13F-HR 0001765380-26-000163 filed by WEST MICHIGAN ADVISORS, 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 48,445 shares
    Change vs previous 13F +951 shares

    0.31% of the 13F portfolio, value $1,328,851.

    13F-HR 0001765380-26-000049 filed by WEST MICHIGAN ADVISORS, 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 47,494 shares
    Change vs previous 13F -8,178 shares

    0.31% of the 13F portfolio, value $1,296,590.

    13F-HR 0001765380-25-000492 filed by WEST MICHIGAN ADVISORS, 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 55,672 shares
    Change vs previous 13F +1,967 shares

    0.42% of the 13F portfolio, value $1,475,303.

    13F-HR 0001765380-25-000275 filed by WEST MICHIGAN ADVISORS, 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 53,705 shares
    Change vs previous 13F +7,844 shares

    0.5% of the 13F portfolio, value $1,501,595.

    13F-HR 0001765380-25-000207 filed by WEST MICHIGAN ADVISORS, 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 45,861 shares
    Change vs previous 13F +30,650 shares

    0.38% of the 13F portfolio, value $1,252,934.

    13F-HR 0001765380-25-000047 filed by WEST MICHIGAN ADVISORS, 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 15,211 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,285,782.

    13F-HR 0001765380-24-000396 filed by WEST MICHIGAN ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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