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WOODMONT INVESTMENT COUNSEL LLC: SCHD position timeline

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

WOODMONT INVESTMENT COUNSEL LLC held 43,752 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,752 shares
    Change vs previous 13F +1,835 shares

    0.08% of the 13F portfolio, value $1,387,387.

    13F-HR 0001398344-26-012715 filed by WOODMONT INVESTMENT COUNSEL 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 41,917 shares
    Change vs previous 13F -6,167 shares

    0.08% of the 13F portfolio, value $1,286,014.

    13F-HR 0001398344-26-008329 filed by WOODMONT INVESTMENT COUNSEL 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 48,084 shares
    Change vs previous 13F -1,101 shares

    0.08% of the 13F portfolio, value $1,318,944.

    13F-HR 0001398344-26-000979 filed by WOODMONT INVESTMENT COUNSEL 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 49,185 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $1,342,751.

    13F-HR 0001398344-25-020294 filed by WOODMONT INVESTMENT COUNSEL 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 49,285 shares
    Change vs previous 13F +39,633 shares

    0.09% of the 13F portfolio, value $1,306,053.

    13F-HR 0001398344-25-013509 filed by WOODMONT INVESTMENT COUNSEL 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 9,652 shares
    Change vs previous 13F -2,793 shares

    0.02% of the 13F portfolio, value $269,870.

    13F-HR 0001398344-25-007430 filed by WOODMONT INVESTMENT COUNSEL 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 12,445 shares
    Change vs previous 13F +9,975 shares

    0.03% of the 13F portfolio, value $339,997.

    13F-HR 0001398344-25-002433 filed by WOODMONT INVESTMENT COUNSEL 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 2,470 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $208,789.

    13F-HR 0001398344-24-019751 filed by WOODMONT INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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