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BNC WEALTH MANAGEMENT, LLC: SCHB position timeline

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

BNC WEALTH MANAGEMENT, LLC held 29,068 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,068 shares
    Change vs previous 13F -355 shares

    0.2% of the 13F portfolio, value $841,817.

    13F-HR 0001821549-26-000003 filed by BNC 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 29,423 shares
    Change vs previous 13F -861 shares

    0.2% of the 13F portfolio, value $738,506.

    13F-HR 0001821549-26-000002 filed by BNC 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 30,284 shares
    Change vs previous 13F -18,174 shares

    0.2% of the 13F portfolio, value $794,338.

    13F-HR 0001821549-26-000001 filed by BNC 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 48,458 shares
    Change vs previous 13F -3,934 shares

    0.31% of the 13F portfolio, value $1,245,860.

    13F-HR 0001821549-25-000004 filed by BNC 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 52,392 shares
    Change vs previous 13F -1,597 shares

    0.37% of the 13F portfolio, value $1,248,496.

    13F-HR 0001821549-25-000002 filed by BNC 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 53,989 shares
    Change vs previous 13F +6 shares

    0.42% of the 13F portfolio, value $1,162,390.

    13F-HR 0001849518-25-000005 filed by BNC 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 53,983 shares
    Change vs previous 13F +34,329 shares

    0.4% of the 13F portfolio, value $1,225,413.

    13F-HR 0001812178-25-000002 filed by BNC 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 19,654 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,307,355.

    13F-HR 0001975550-24-000012 filed by BNC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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