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Accelerate Investment Advisors LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accelerate Investment Advisors LLC on SCHB, newest first. How the timeline and the estimate are built.

Accelerate Investment Advisors LLC held 8,633 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,633 shares
    Change vs previous 13F +362 shares

    0.14% of the 13F portfolio, value $250,005.

    13F-HR 0001172661-26-003312 filed by Accelerate Investment Advisors 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 8,271 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $207,594.

    13F-HR 0001213900-26-042947 filed by Accelerate Investment Advisors 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 8,261 shares
    Change vs previous 13F -477 shares

    0.15% of the 13F portfolio, value $216,697.

    13F-HR 0001213900-26-003124 filed by Accelerate Investment Advisors 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 8,738 shares
    Change vs previous 13F +92 shares

    0.15% of the 13F portfolio, value $224,641.

    13F-HR 0001213900-25-098277 filed by Accelerate Investment Advisors 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 8,646 shares
    Change vs previous 13F -1,258 shares

    0.15% of the 13F portfolio, value $206,028.

    13F-HR 0001213900-25-061754 filed by Accelerate Investment Advisors 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 9,904 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $213,233.

    13F-HR 0001213900-25-033475 filed by Accelerate Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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