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Disclosery

Brightwater Advisory LLC: SCHB position timeline

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

Brightwater Advisory LLC held 332,338 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,338 shares
    Change vs previous 13F -13,103 shares

    6.08% of the 13F portfolio, value $9,624,520.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 345,441 shares
    Change vs previous 13F +18,992 shares

    5.73% of the 13F portfolio, value $8,670,557.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 326,449 shares
    Change vs previous 13F -737 shares

    5.79% of the 13F portfolio, value $8,562,755.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 327,186 shares
    Change vs previous 13F -15,015 shares

    5.78% of the 13F portfolio, value $8,411,954.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory 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/A 342,201 shares
    Change vs previous 13F +90,006 shares

    5.86% of the 13F portfolio, value $8,154,654.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory 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/A 252,195 shares
    Change vs previous 13F +12,039 shares

    4.29% of the 13F portfolio, value $5,429,761.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory 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 240,156 shares
    Change vs previous 13F +153,457 shares

    4.27% of the 13F portfolio, value $5,451,545.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory 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 86,699 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $5,767,199.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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