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Accredited Investors Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Investors Inc. on SCHB, newest first. How the timeline and the estimate are built.

Accredited Investors Inc. held 4,443,846 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,443,846 shares
    Change vs previous 13F -163,491 shares

    5.56% of the 13F portfolio, value $128,693,779.

    13F-HR 0001518364-26-000004 filed by Accredited Investors 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 4,607,337 shares
    Change vs previous 13F -112,204 shares

    6.23% of the 13F portfolio, value $115,644,161.

    13F-HR 0001518364-26-000003 filed by Accredited Investors 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 4,719,541 shares
    Change vs previous 13F -86,405 shares

    6.57% of the 13F portfolio, value $123,793,557.

    13F-HR 0001518364-26-000002 filed by Accredited Investors 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 4,805,946 shares
    Change vs previous 13F -77,736 shares

    6.89% of the 13F portfolio, value $123,560,865.

    13F-HR 0001518364-25-000009 filed by Accredited Investors 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 4,883,682 shares
    Change vs previous 13F -9,655 shares

    6.88% of the 13F portfolio, value $116,378,143.

    13F-HR 0001518364-25-000005 filed by Accredited Investors 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 4,893,337 shares
    Change vs previous 13F +18,549 shares

    6.54% of the 13F portfolio, value $105,353,538.

    13F-HR 0001518364-25-000004 filed by Accredited Investors 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 4,874,788 shares
    Change vs previous 13F +3,255,414 shares

    6.48% of the 13F portfolio, value $110,657,683.

    13F-HR 0001518364-25-000003 filed by Accredited Investors 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/A 1,619,374 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $107,720,795.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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