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Bluespring Wealth Management, LLC: SCHB position timeline

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

Bluespring Wealth Management, LLC held 2,529,349 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,529,349 shares
    Change vs previous 13F +724,884 shares

    1.41% of the 13F portfolio, value $73,249,960.

    13F-HR 0001557485-26-000004 filed by Bluespring Wealth 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 1,804,465 shares
    Change vs previous 13F -2,481 shares

    3.9% of the 13F portfolio, value $45,292,072.

    13F-HR 0001085146-26-000355 filed by Bluespring Wealth 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 1,806,946 shares
    Change vs previous 13F -33,311 shares

    4.08% of the 13F portfolio, value $47,396,187.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth 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 1,840,257 shares
    Change vs previous 13F -24,068 shares

    4.12% of the 13F portfolio, value $47,313,017.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth 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 1,864,325 shares
    Change vs previous 13F +5,856 shares

    4.23% of the 13F portfolio, value $44,426,859.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth 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 1,858,469 shares
    Change vs previous 13F -75,066 shares

    4.08% of the 13F portfolio, value $40,012,845.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth 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 1,933,535 shares
    Change vs previous 13F +1,180,784 shares

    4.5% of the 13F portfolio, value $43,891,247.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth 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 752,751 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $50,073,015.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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