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BostonPremier Wealth LLC: SCHB position timeline

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

BostonPremier Wealth LLC held 12,319 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 12,319 shares
    Change vs previous 13F +33 shares

    0.15% of the 13F portfolio, value $356,745.

    13F-HR 0001951757-26-001040 filed by BostonPremier Wealth 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 12,286 shares
    Change vs previous 13F -219 shares

    0.16% of the 13F portfolio, value $308,378.

    13F-HR 0001951757-26-000580 filed by BostonPremier Wealth 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 12,505 shares
    Change vs previous 13F -175 shares

    0.17% of the 13F portfolio, value $327,995.

    13F-HR 0001951757-26-000058 filed by BostonPremier Wealth 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 12,680 shares
    Change vs previous 13F +37 shares

    0.16% of the 13F portfolio, value $325,993.

    13F-HR 0001951757-25-001213 filed by BostonPremier Wealth 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 12,643 shares
    Change vs previous 13F -374 shares

    0.17% of the 13F portfolio, value $301,278.

    13F-HR 0001951757-25-000838 filed by BostonPremier Wealth 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 13,017 shares
    Change vs previous 13F +39 shares

    0.17% of the 13F portfolio, value $280,264.

    13F-HR 0001951757-25-000387 filed by BostonPremier Wealth 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 12,978 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $294,606.

    13F-HR 0001951757-25-000140 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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