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AlphaQ Advisors LLC: SCHB position timeline

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

AlphaQ Advisors LLC held 17,248 SCHB shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 17,248 shares
    Change vs previous 13F +62 shares

    0.89% of the 13F portfolio, value $371,349.

    13F-HR 0001172661-25-002226 filed by AlphaQ Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 17,186 shares
    Change vs previous 13F +11,638 shares

    1.07% of the 13F portfolio, value $390,122.

    13F-HR 0001172661-25-001320 filed by AlphaQ 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 ended2024-09-30
    13F 5,548 shares
    Change vs previous 13F +115 shares

    1.03% of the 13F portfolio, value $369,053.

    13F-HR 0001172661-24-005011 filed by AlphaQ 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 ended2024-06-30
    13F 5,433 shares
    Change vs previous 13F +12 shares

    1.01% of the 13F portfolio, value $341,573.

    13F-HR 0001172661-24-002954 filed by AlphaQ 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 ended2024-03-31
    13F 5,421 shares
    Change vs previous 13F -46 shares

    0.2% of the 13F portfolio, value $330,952.

    13F-HR 0001172661-24-001987 filed by AlphaQ 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 ended2023-12-31
    13F 5,467 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $304,348.

    13F-HR 0001172661-24-000363 filed by AlphaQ Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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