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Disclosery

Altus Wealth Management, LLC: SCHB position timeline

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

Altus Wealth Management, LLC held 0 SCHB shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -33,324 shares

    13F-HR 0001802107-25-000007 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 33,324 shares
    Change vs previous 13F +2,286 shares

    0.34% of the 13F portfolio, value $717,474.

    13F-HR 0001802107-25-000005 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 31,038 shares
    Change vs previous 13F +20,723 shares

    0.32% of the 13F portfolio, value $704,558.

    13F-HR 0001802107-25-000001 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 10,315 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $686,165.

    13F-HR 0001802107-24-000004 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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