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WOLFF WIESE MAGANA LLC: SCHD position timeline

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

WOLFF WIESE MAGANA LLC held 10,429 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,429 shares
    Change vs previous 13F +56 shares

    0.15% of the 13F portfolio, value $330,698.

    13F-HR 0001832097-26-000003 filed by WOLFF WIESE MAGANA 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 10,373 shares
    Change vs previous 13F +470 shares

    0.18% of the 13F portfolio, value $318,245.

    13F-HR 0001832097-26-000002 filed by WOLFF WIESE MAGANA 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 9,903 shares
    Change vs previous 13F -140 shares

    0.15% of the 13F portfolio, value $271,634.

    13F-HR 0001832097-26-000001 filed by WOLFF WIESE MAGANA 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 10,043 shares
    Change vs previous 13F +186 shares

    0.16% of the 13F portfolio, value $274,183.

    13F-HR 0001832097-25-000010 filed by WOLFF WIESE MAGANA 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 9,857 shares
    Change vs previous 13F +64 shares

    0.16% of the 13F portfolio, value $261,216.

    13F-HR 0001832097-25-000008 filed by WOLFF WIESE MAGANA 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 9,793 shares
    Change vs previous 13F +57 shares

    0.19% of the 13F portfolio, value $273,821.

    13F-HR 0001832097-25-000005 filed by WOLFF WIESE MAGANA 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 9,736 shares
    Change vs previous 13F +6,544 shares

    0.18% of the 13F portfolio, value $265,976.

    13F-HR 0001832097-25-000001 filed by WOLFF WIESE MAGANA 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 3,192 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $269,862.

    13F-HR 0001832097-24-000009 filed by WOLFF WIESE MAGANA LLC
    Filed (acceptance time not in the bulk data set), ingested

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