Skip to content
Disclosery

Winter & Associates, Inc.: SCHD position timeline

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

Winter & Associates, Inc. held 12,648 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,648 shares
    Change vs previous 13F -672 shares

    0.3% of the 13F portfolio, value $401,067.

    13F-HR 0002109063-26-000003 filed by Winter & Associates, Inc.
    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 13,320 shares
    Change vs previous 13F -306 shares

    0.36% of the 13F portfolio, value $408,124.

    13F-HR 0002109063-26-000002 filed by Winter & Associates, Inc.
    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 13,626 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $373,761.

    13F-HR 0002109063-26-000001 filed by Winter & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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