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Asset Management Group, Inc.: SCHB position timeline

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

Asset Management Group, Inc. held 89,663 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,663 shares
    Change vs previous 13F -1,826 shares

    0.38% of the 13F portfolio, value $2,596,652.

    13F-HR 0001398344-26-014545 filed by Asset Management Group, Inc.
    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 91,489 shares
    Change vs previous 13F -3,714 shares

    0.37% of the 13F portfolio, value $2,296,377.

    13F-HR 0001398344-26-009217 filed by Asset Management Group, Inc.
    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 95,203 shares
    Change vs previous 13F -223 shares

    0.4% of the 13F portfolio, value $2,497,168.

    13F-HR 0001398344-26-003205 filed by Asset Management Group, Inc.
    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 95,426 shares
    Change vs previous 13F +273 shares

    0.4% of the 13F portfolio, value $2,453,398.

    13F-HR 0001398344-25-020902 filed by Asset Management Group, Inc.
    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 95,153 shares
    Change vs previous 13F +278 shares

    0.4% of the 13F portfolio, value $2,267,489.

    13F-HR 0001398344-25-015007 filed by Asset Management Group, Inc.
    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 94,875 shares
    Change vs previous 13F -4,487 shares

    0.38% of the 13F portfolio, value $2,042,658.

    13F-HR 0001398344-25-009344 filed by Asset Management Group, Inc.
    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 99,362 shares
    Change vs previous 13F +66,254 shares

    0.4% of the 13F portfolio, value $2,255,512.

    13F-HR 0001398344-25-002772 filed by Asset Management Group, Inc.
    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 33,108 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,202,347.

    13F-HR 0001398344-24-020430 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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