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AHL INVESTMENT MANAGEMENT, INC.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AHL INVESTMENT MANAGEMENT, INC. on SCHB, newest first. How the timeline and the estimate are built.

AHL INVESTMENT MANAGEMENT, INC. held 288,578 SCHB shares at 2025-09-30 per its 13F-HR filed 2025-10-02.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 288,578 shares
    Change vs previous 13F -3,718 shares

    5.07% of the 13F portfolio, value $7,419,339.

    13F-HR 0001172661-25-004152 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 292,296 shares
    Change vs previous 13F -2,098 shares

    4.65% of the 13F portfolio, value $6,965,410.

    13F-HR 0001172661-25-002547 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 294,394 shares
    Change vs previous 13F +8,747 shares

    4.37% of the 13F portfolio, value $6,338,299.

    13F-HR 0001172661-25-001493 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 285,647 shares
    Change vs previous 13F +189,541 shares

    4.54% of the 13F portfolio, value $6,484,181.

    13F-HR 0001172661-25-000208 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 96,106 shares
    Change vs previous 13F +12,687 shares

    4.41% of the 13F portfolio, value $6,392,977.

    13F-HR 0001172661-24-004405 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 83,419 shares
    Change vs previous 13F +6,332 shares

    3.85% of the 13F portfolio, value $5,244,534.

    13F-HR 0001172661-24-002776 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 77,087 shares
    Change vs previous 13F -730 shares

    3.61% of the 13F portfolio, value $4,706,144.

    13F-HR 0001172661-24-001847 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 77,817 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $4,332,092.

    13F-HR 0001172661-24-000255 filed by AHL INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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