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Disclosery

Broadleaf Partners, LLC: SCHB position timeline

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

Broadleaf Partners, LLC held 21,055 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,055 shares
    Change vs previous 13F +1,087 shares

    0.12% of the 13F portfolio, value $609,753.

    13F-HR 0001193125-26-347796 filed by Broadleaf Partners, 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 19,968 shares
    Change vs previous 13F -4,209 shares

    0.12% of the 13F portfolio, value $501,197.

    13F-HR 0001193125-26-223013 filed by Broadleaf Partners, 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 24,177 shares
    Change vs previous 13F +354 shares

    0.13% of the 13F portfolio, value $634,163.

    13F-HR 0001193125-26-049981 filed by Broadleaf Partners, 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 23,823 shares
    Change vs previous 13F -222 shares

    0.13% of the 13F portfolio, value $612,489.

    13F-HR 0001193125-25-280140 filed by Broadleaf Partners, 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 24,045 shares
    Change vs previous 13F +26 shares

    0.13% of the 13F portfolio, value $572,992.

    13F-HR 0000950123-25-008072 filed by Broadleaf Partners, 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 24,019 shares
    Change vs previous 13F +511 shares

    0.14% of the 13F portfolio, value $517,129.

    13F-HR 0000950123-25-005173 filed by Broadleaf Partners, 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 23,508 shares
    Change vs previous 13F +15,684 shares

    0.12% of the 13F portfolio, value $533,630.

    13F-HR 0000950123-25-001974 filed by Broadleaf Partners, 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 7,824 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $520,452.

    13F-HR 0000950123-24-010949 filed by Broadleaf Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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