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Disclosery

BURKETT FINANCIAL SERVICES, LLC: SCHB position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 36,744 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,744 shares
    Change vs previous 13F -306 shares

    0.33% of the 13F portfolio, value $1,076,986.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,050 shares
    Change vs previous 13F -3,401 shares

    0.34% of the 13F portfolio, value $1,072,974.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 40,451 shares
    Change vs previous 13F -3,901 shares

    0.35% of the 13F portfolio, value $1,015,328.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 44,352 shares
    Change vs previous 13F +2,013 shares

    0.4% of the 13F portfolio, value $1,163,378.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 42,339 shares
    Change vs previous 13F +192 shares

    0.38% of the 13F portfolio, value $1,088,540.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,147 shares
    Change vs previous 13F -942 shares

    0.36% of the 13F portfolio, value $1,004,372.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,089 shares
    Change vs previous 13F +2,566 shares

    0.38% of the 13F portfolio, value $927,699.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,523 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $919,873.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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