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Bigelow Investment Advisors, LLC: SCHB position timeline

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

Bigelow Investment Advisors, LLC held 70,021 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,021 shares
    Change vs previous 13F -2,095 shares

    0.73% of the 13F portfolio, value $2,052,316.

    13F-HR 0002085853-26-001150 filed by Bigelow Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,116 shares
    Change vs previous 13F -964 shares

    0.76% of the 13F portfolio, value $2,088,479.

    13F-HR 0002085853-26-000916 filed by Bigelow Investment 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 ended2026-03-31
    13F 73,080 shares
    Change vs previous 13F -13,362 shares

    0.73% of the 13F portfolio, value $1,834,308.

    13F-HR 0002085853-26-000468 filed by Bigelow Investment 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 ended2025-12-31
    13F 86,442 shares
    Change vs previous 13F -796 shares

    0.89% of the 13F portfolio, value $2,267,374.

    13F-HR 0002085853-26-000130 filed by Bigelow Investment 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 ended2025-09-30
    13F 87,238 shares
    Change vs previous 13F -325 shares

    0.9% of the 13F portfolio, value $2,242,889.

    13F-HR 0002085853-25-000138 filed by Bigelow Investment 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 ended2025-06-30
    13F 87,563 shares
    Change vs previous 13F -1,103 shares

    0.92% of the 13F portfolio, value $2,086,626.

    13F-HR 0001667731-25-000767 filed by Bigelow Investment 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 ended2025-03-31
    13F 88,666 shares
    Change vs previous 13F -3,445 shares

    0.91% of the 13F portfolio, value $1,908,979.

    13F-HR 0001667731-25-000457 filed by Bigelow Investment 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 ended2024-12-31
    13F 92,111 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,090,920.

    13F-HR 0001667731-25-000196 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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