Skip to content
Disclosery

Aletheian Wealth Advisors LLC: SCHB position timeline

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

Aletheian Wealth Advisors LLC held 22,072 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,072 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $646,938.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,072 shares
    Change vs previous 13F -3,037 shares

    0.27% of the 13F portfolio, value $639,213.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth 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 ended2026-03-31
    13F 25,109 shares
    Change vs previous 13F -753 shares

    0.31% of the 13F portfolio, value $630,243.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth 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 25,862 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $664,919.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth 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 25,860 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $616,250.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth 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 25,857 shares
    Change vs previous 13F -3,688 shares

    0.31% of the 13F portfolio, value $556,707.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    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 29,545 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $670,678.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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