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Asset Advisors Investment Management, LLC: SCHB position timeline

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

Asset Advisors Investment Management, LLC held 2,739,361 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,739,361 shares
    Change vs previous 13F -22,912 shares

    7.28% of the 13F portfolio, value $79,331,897.

    13F-HR 0001756695-26-000003 filed by Asset Advisors Investment Management, 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 2,762,273 shares
    Change vs previous 13F -46,963 shares

    6.61% of the 13F portfolio, value $69,333,054.

    13F-HR 0001756695-26-000002 filed by Asset Advisors Investment 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 ended2025-12-31
    13F 2,809,236 shares
    Change vs previous 13F -582 shares

    6.8% of the 13F portfolio, value $73,686,262.

    13F-HR 0001756695-26-000001 filed by Asset Advisors Investment 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 ended2025-09-30
    13F 2,809,818 shares
    Change vs previous 13F -4,184 shares

    6.84% of the 13F portfolio, value $72,240,421.

    13F-HR 0001756695-25-000009 filed by Asset Advisors Investment Management, 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 2,814,002 shares
    Change vs previous 13F -40,521 shares

    6.62% of the 13F portfolio, value $67,057,668.

    13F-HR 0001756695-25-000006 filed by Asset Advisors Investment Management, 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 2,854,523 shares
    Change vs previous 13F -14,547 shares

    6.46% of the 13F portfolio, value $61,457,880.

    13F-HR 0001756695-25-000005 filed by Asset Advisors Investment Management, 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 2,869,070 shares
    Change vs previous 13F +1,903,978 shares

    6.81% of the 13F portfolio, value $65,127,889.

    13F-HR 0001376474-25-000141 filed by Asset Advisors Investment Management, 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 965,092 shares
    Change vs previous 13F not available

    6.68% of the 13F portfolio, value $64,197,919.

    13F-HR 0001376474-24-000720 filed by Asset Advisors Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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