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Disclosery

American Research & Management Co.: SCHB position timeline

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

American Research & Management Co. held 7,199 SCHB shares at 2022-09-30 per its 13F-HR filed 2022-10-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 7,199 shares
    Change vs previous 13F -412 shares

    0.08% of the 13F portfolio, value $302,000.

    13F-HR 0000909012-22-000112 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 7,611 shares
    Change vs previous 13F -474 shares

    0.09% of the 13F portfolio, value $336,000.

    13F-HR 0000909012-22-000079 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 8,085 shares
    Change vs previous 13F +4,042 shares

    0.1% of the 13F portfolio, value $432,000.

    13F-HR 0000909012-22-000052 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 4,043 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $457,000.

    13F-HR 0000909012-22-000017 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 4,042 shares
    Change vs previous 13F -400 shares

    0.1% of the 13F portfolio, value $420,000.

    13F-HR 0000909012-21-000134 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 4,442 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $463,000.

    13F-HR 0000909012-21-000100 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 4,447 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $430,000.

    13F-HR 0000909012-21-000060 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 4,447 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $405,000.

    13F-HR 0000909012-21-000010 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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