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Disclosery

WMS Group LLC: SCHD position timeline

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

WMS Group LLC held 214,430 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,430 shares
    Change vs previous 13F -2,231 shares

    8.77% of the 13F portfolio, value $6,799,575.

    13F-HR 0002085853-26-000839 filed by WMS Group 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 216,661 shares
    Change vs previous 13F -749 shares

    9.67% of the 13F portfolio, value $6,647,159.

    13F-HR 0002085853-26-000442 filed by WMS Group 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 217,410 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $5,963,556.

    13F-HR 0002085853-26-000291 filed by WMS Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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