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Disclosery

Atlantic Union Bankshares Corp: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlantic Union Bankshares Corp on SCHD, newest first. How the timeline and the estimate are built.

Atlantic Union Bankshares Corp held 335,788 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 335,788 shares
    Change vs previous 13F +14,564 shares

    0.18% of the 13F portfolio, value $10,647,845.

    13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
    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 321,224 shares
    Change vs previous 13F -1,067 shares

    0.19% of the 13F portfolio, value $9,855,145.

    13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
    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 322,291 shares
    Change vs previous 13F -145,570 shares

    0.17% of the 13F portfolio, value $8,840,459.

    13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
    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 467,861 shares
    Change vs previous 13F +26,036 shares

    0.24% of the 13F portfolio, value $12,772,621.

    13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
    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 441,825 shares
    Change vs previous 13F +124,908 shares

    0.27% of the 13F portfolio, value $11,708,376.

    13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
    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 316,917 shares
    Change vs previous 13F +8,878 shares

    0.54% of the 13F portfolio, value $8,860,999.

    13F-HR 0001104659-25-044480 filed by Atlantic Union Bankshares Corp
    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 308,039 shares
    Change vs previous 13F +217,961 shares

    0.49% of the 13F portfolio, value $8,415,625.

    13F-HR 0001104659-25-010353 filed by Atlantic Union Bankshares Corp
    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 90,078 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,614,293.

    13F-HR 0001104659-24-118728 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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