Skip to content
Disclosery

ADVISORTRUST PARTNERS, LLC: SCHB position timeline

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

ADVISORTRUST PARTNERS, LLC held 23,833 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,833 shares
    Change vs previous 13F -3,964 shares

    0.24% of the 13F portfolio, value $690,206.

    13F-HR 0001398344-26-013936 filed by ADVISORTRUST PARTNERS, 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 27,797 shares
    Change vs previous 13F -1,125 shares

    0.29% of the 13F portfolio, value $697,706.

    13F-HR 0001398344-26-008546 filed by ADVISORTRUST PARTNERS, 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 28,922 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $758,615.

    13F-HR 0001398344-26-004941 filed by ADVISORTRUST PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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