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Carmichael Hill & Associates, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmichael Hill & Associates, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Carmichael Hill & Associates, Inc. held 170,121 SCHB shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 170,121 shares
    Change vs previous 13F +3,258 shares

    4.18% of the 13F portfolio, value $11,316,477.

    13F-HR 0001730295-24-000008 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 166,863 shares
    Change vs previous 13F +1,882 shares

    4.27% of the 13F portfolio, value $10,490,706.

    13F-HR 0001730295-24-000006 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 164,981 shares
    Change vs previous 13F +1,779 shares

    4.15% of the 13F portfolio, value $10,072,097.

    13F-HR 0001730295-24-000004 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 163,202 shares
    Change vs previous 13F +7,139 shares

    4.01% of the 13F portfolio, value $9,085,464.

    13F-HR 0001730295-24-000002 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 156,063 shares
    Change vs previous 13F +1,293 shares

    3.82% of the 13F portfolio, value $7,779,764.

    13F-HR 0001730295-23-000008 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 154,770 shares
    Change vs previous 13F -8,279 shares

    3.81% of the 13F portfolio, value $8,001,607.

    13F-HR 0001730295-23-000006 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 163,049 shares
    Change vs previous 13F -336 shares

    3.99% of the 13F portfolio, value $7,801,906.

    13F-HR 0001730295-23-000004 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 163,385 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $7,321,264.

    13F-HR 0001730295-23-000002 filed by Carmichael Hill & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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