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Councilmark Asset Management, LLC: SCHB position timeline

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

Councilmark Asset Management, LLC held 10,500 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,500 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $304,080.

    13F-HR 0002022076-26-000003 filed by Councilmark Asset Management, 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 10,500 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $263,550.

    13F-HR 0002022076-26-000002 filed by Councilmark Asset Management, 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 10,500 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $275,415.

    13F-HR 0002022076-26-000001 filed by Councilmark Asset Management, 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 10,500 shares
    Change vs previous 13F -2,790 shares

    0.15% of the 13F portfolio, value $269,955.

    13F-HR 0002022076-25-000006 filed by Councilmark Asset Management, 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 13,290 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $316,701.

    13F-HR 0002022076-25-000003 filed by Councilmark Asset Management, 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 13,290 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $286,134.

    13F-HR 0002022076-25-000002 filed by Councilmark Asset Management, 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 13,290 shares
    Change vs previous 13F +8,860 shares

    0.2% of the 13F portfolio, value $301,683.

    13F-HR 0002022076-25-000001 filed by Councilmark Asset Management, 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 4,430 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $294,684.

    13F-HR 0002022076-24-000004 filed by Councilmark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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