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Boulder Wealth Advisors, LLC: SCHB position timeline

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

Boulder Wealth Advisors, LLC held 1,641,481 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,641,481 shares
    Change vs previous 13F +23,926 shares

    17.33% of the 13F portfolio, value $47,537,299.

    13F-HR 0001986152-26-000115 filed by Boulder Wealth Advisors, 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 1,617,555 shares
    Change vs previous 13F +31,222 shares

    16.21% of the 13F portfolio, value $40,600,639.

    13F-HR 0001986152-26-000077 filed by Boulder Wealth 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 ended2025-12-31
    13F 1,586,333 shares
    Change vs previous 13F +13,592 shares

    17.59% of the 13F portfolio, value $41,609,520.

    13F-HR 0001986152-26-000010 filed by Boulder Wealth 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 ended2025-09-30
    13F 1,572,741 shares
    Change vs previous 13F +12,125 shares

    18.8% of the 13F portfolio, value $40,435,162.

    13F-HR 0001986152-25-000110 filed by Boulder Wealth 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 ended2025-03-31
    13F 1,560,616 shares
    Change vs previous 13F +35,343 shares

    19.56% of the 13F portfolio, value $33,600,061.

    13F-HR 0001986152-25-000036 filed by Boulder Wealth 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 ended2024-12-31
    13F 1,525,273 shares
    Change vs previous 13F +1,022,952 shares

    17.84% of the 13F portfolio, value $34,623,707.

    13F-HR 0001986152-25-000022 filed by Boulder Wealth 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 ended2024-09-30
    13F 502,321 shares
    Change vs previous 13F not available

    18.16% of the 13F portfolio, value $33,414,367.

    13F-HR 0001986152-24-000057 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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