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Disclosery

Whelan Financial: SCHD position timeline

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

Whelan Financial held 1,788,794 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,788,794 shares
    Change vs previous 13F +13,332 shares

    15.45% of the 13F portfolio, value $56,722,674.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 1,775,462 shares
    Change vs previous 13F -4,316 shares

    16.91% of the 13F portfolio, value $54,471,172.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 1,779,778 shares
    Change vs previous 13F +11,531 shares

    15.25% of the 13F portfolio, value $48,819,306.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 1,768,247 shares
    Change vs previous 13F +29,034 shares

    15.3% of the 13F portfolio, value $48,273,154.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 1,739,213 shares
    Change vs previous 13F +51,860 shares

    16.67% of the 13F portfolio, value $46,089,153.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 1,687,353 shares
    Change vs previous 13F +1,843 shares

    18.35% of the 13F portfolio, value $47,178,400.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 1,685,510 shares
    Change vs previous 13F +1,138,382 shares

    18.1% of the 13F portfolio, value $46,048,136.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 547,128 shares
    Change vs previous 13F not available

    19.05% of the 13F portfolio, value $46,248,717.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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