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Disclosery

Blossom Wealth Management: SCHB position timeline

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

Blossom Wealth Management held 64,580 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,580 shares
    Change vs previous 13F +414 shares

    2.64% of the 13F portfolio, value $1,870,250.

    13F-HR 0001839735-26-000004 filed by Blossom Wealth Management
    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 64,166 shares
    Change vs previous 13F +2,371 shares

    2.39% of the 13F portfolio, value $1,610,578.

    13F-HR 0001839735-26-000002 filed by Blossom Wealth Management
    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 61,795 shares
    Change vs previous 13F -7,195 shares

    2.68% of the 13F portfolio, value $1,620,895.

    13F-HR 0001839735-26-000001 filed by Blossom Wealth Management
    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 68,990 shares
    Change vs previous 13F +938 shares

    2.86% of the 13F portfolio, value $1,773,745.

    13F-HR 0001839735-25-000002 filed by Blossom Wealth Management
    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 68,052 shares
    Change vs previous 13F +1,475 shares

    2.87% of the 13F portfolio, value $1,621,690.

    13F-HR 0001085146-25-003910 filed by Blossom Wealth Management
    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 66,577 shares
    Change vs previous 13F -1,371 shares

    2.88% of the 13F portfolio, value $1,433,413.

    13F-HR 0001085146-25-002251 filed by Blossom Wealth Management
    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 67,948 shares
    Change vs previous 13F +41,673 shares

    2.97% of the 13F portfolio, value $1,542,430.

    13F-HR 0001085146-25-000451 filed by Blossom Wealth Management
    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 26,275 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $1,747,844.

    13F-HR 0001085146-24-005055 filed by Blossom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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