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AGILIS PARTNERS LLC: SCHB position timeline

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

AGILIS PARTNERS LLC held 2,625,342 SCHB shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,625,342 shares
    Change vs previous 13F +1,742,994 shares

    17.94% of the 13F portfolio, value $59,595,265.

    13F-HR 0001633903-25-000001 filed by AGILIS 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 ended2024-09-30
    13F 882,348 shares
    Change vs previous 13F -2,018 shares

    16.44% of the 13F portfolio, value $58,693,790.

    13F-HR 0001633903-24-000007 filed by AGILIS 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 ended2024-06-30
    13F 884,366 shares
    Change vs previous 13F -13,974 shares

    16.92% of the 13F portfolio, value $55,600,092.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 898,340 shares
    Change vs previous 13F -5,289 shares

    14% of the 13F portfolio, value $54,843,658.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 903,629 shares
    Change vs previous 13F +55,670 shares

    13.24% of the 13F portfolio, value $50,305,028.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 847,959 shares
    Change vs previous 13F -8,514 shares

    15.22% of the 13F portfolio, value $42,271,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 856,473 shares
    Change vs previous 13F -553 shares

    17.3% of the 13F portfolio, value $44,280,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 857,026 shares
    Change vs previous 13F not available

    18.13% of the 13F portfolio, value $41,009,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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