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CONTINUUM WEALTH ADVISORS, LLC: SCHB position timeline

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

CONTINUUM WEALTH ADVISORS, LLC held 40,151 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,151 shares
    Change vs previous 13F +6,994 shares

    0.39% of the 13F portfolio, value $1,162,773.

    13F-HR 0001966482-26-000003 filed by CONTINUUM 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 33,157 shares
    Change vs previous 13F -125 shares

    0.35% of the 13F portfolio, value $832,241.

    13F-HR 0001966482-26-000002 filed by CONTINUUM 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 33,282 shares
    Change vs previous 13F +3,810 shares

    0.34% of the 13F portfolio, value $872,987.

    13F-HR 0001966482-26-000001 filed by CONTINUUM 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 29,472 shares
    Change vs previous 13F +3,881 shares

    0.32% of the 13F portfolio, value $757,725.

    13F-HR 0001966482-25-000007 filed by CONTINUUM 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 ended2025-06-30
    13F 25,591 shares
    Change vs previous 13F -7,770 shares

    0.29% of the 13F portfolio, value $609,834.

    13F-HR 0001966482-25-000005 filed by CONTINUUM 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 ended2025-03-31
    13F 33,361 shares
    Change vs previous 13F +1,488 shares

    0.37% of the 13F portfolio, value $718,262.

    13F-HR 0001966482-25-000002 filed by CONTINUUM 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 ended2024-12-31
    13F 31,873 shares
    Change vs previous 13F +21,792 shares

    0.37% of the 13F portfolio, value $723,517.

    13F-HR 0001966482-25-000001 filed by CONTINUUM WEALTH ADVISORS, 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 10,081 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $670,588.

    13F-HR 0001966482-24-000004 filed by CONTINUUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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