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Amicus Financial Advisors, LLC: SCHB position timeline

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

Amicus Financial Advisors, LLC held 157,377 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,377 shares
    Change vs previous 13F -16,171 shares

    1.12% of the 13F portfolio, value $4,557,652.

    13F-HR 0002113629-26-000003 filed by Amicus Financial 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 ended2026-03-31
    13F 173,548 shares
    Change vs previous 13F -1,854 shares

    1.2% of the 13F portfolio, value $4,356,063.

    13F-HR 0002113629-26-000002 filed by Amicus Financial 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 ended2025-12-31
    13F 175,402 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $4,600,790.

    13F-HR 0002113629-26-000001 filed by Amicus Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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