Skip to content
Disclosery

Ashford Advisors, LLC: SCHB position timeline

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

Ashford Advisors, LLC held 557,350 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 557,350 shares
    Change vs previous 13F +27,596 shares

    3.33% of the 13F portfolio, value $16,140,856.

    13F-HR 0001861158-26-000004 filed by Ashford 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 529,754 shares
    Change vs previous 13F -47,570 shares

    3.27% of the 13F portfolio, value $14,049,825.

    13F-HR 0001861158-26-000003 filed by Ashford 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 577,324 shares
    Change vs previous 13F -19,660 shares

    3.32% of the 13F portfolio, value $15,143,209.

    13F-HR 0001861158-26-000002 filed by Ashford 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 596,984 shares
    Change vs previous 13F -148,560 shares

    3.4% of the 13F portfolio, value $15,348,459.

    13F-HR 0001861158-25-000006 filed by Ashford 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 745,544 shares
    Change vs previous 13F 0 shares

    4.12% of the 13F portfolio, value $17,766,314.

    13F-HR 0001861158-25-000002 filed by Ashford 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 745,544 shares
    Change vs previous 13F -13,204 shares

    4.01% of the 13F portfolio, value $16,051,562.

    13F-HR 0001861158-25-000001 filed by Ashford 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 758,748 shares
    Change vs previous 13F +502,026 shares

    3.98% of the 13F portfolio, value $17,223,580.

    13F-HR 0002042928-25-000002 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 256,722 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $17,077,147.

    13F-HR 0001861158-24-000010 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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