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Zullo Investment Group, Inc.: SCHD position timeline

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

Zullo Investment Group, Inc. held 135,169 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,169 shares
    Change vs previous 13F +15,515 shares

    1.46% of the 13F portfolio, value $4,286,220.

    13F-HR 0001909760-26-000003 filed by Zullo Investment Group, 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 119,654 shares
    Change vs previous 13F +11,632 shares

    1.39% of the 13F portfolio, value $3,671,003.

    13F-HR 0001909760-26-000002 filed by Zullo Investment Group, 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 108,022 shares
    Change vs previous 13F +188 shares

    1.08% of the 13F portfolio, value $2,963,068.

    13F-HR 0001909760-26-000001 filed by Zullo Investment Group, Inc.
    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 107,834 shares
    Change vs previous 13F +10,684 shares

    1.09% of the 13F portfolio, value $2,943,883.

    13F-HR 0001909760-25-000002 filed by Zullo Investment Group, Inc.
    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 97,150 shares
    Change vs previous 13F +1,747 shares

    1.04% of the 13F portfolio, value $2,574,491.

    13F-HR 0001085146-25-004138 filed by Zullo Investment Group, Inc.
    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 95,403 shares
    Change vs previous 13F +3,393 shares

    1.14% of the 13F portfolio, value $2,667,457.

    13F-HR 0001085146-25-002533 filed by Zullo Investment Group, Inc.
    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 92,010 shares
    Change vs previous 13F +58,776 shares

    1.01% of the 13F portfolio, value $2,513,715.

    13F-HR 0001085146-25-000702 filed by Zullo Investment Group, Inc.
    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 33,234 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,809,301.

    13F-HR 0001085146-24-004857 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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