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D L CARLSON INVESTMENT GROUP INC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on SCHB, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 2,592,207 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 2,592,207 shares
    Change vs previous 13F +283 shares

    11.95% of the 13F portfolio, value $75,070,305.

    13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 2,591,924 shares
    Change vs previous 13F -5,938 shares

    11.18% of the 13F portfolio, value $65,057,291.

    13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 2,597,862 shares
    Change vs previous 13F -11,648 shares

    11.49% of the 13F portfolio, value $68,141,921.

    13F-HR 0001021117-26-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 2,609,510 shares
    Change vs previous 13F -7,342 shares

    11.26% of the 13F portfolio, value $67,090,489.

    13F-HR 0001021117-25-000005 filed by D L CARLSON INVESTMENT GROUP INC
    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 2,616,852 shares
    Change vs previous 13F -146,649 shares

    11.37% of the 13F portfolio, value $62,359,593.

    13F-HR 0001021117-25-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 2,763,501 shares
    Change vs previous 13F +18,589 shares

    11.43% of the 13F portfolio, value $59,498,166.

    13F-HR 0001021117-25-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 2,744,912 shares
    Change vs previous 13F +1,874,958 shares

    11.11% of the 13F portfolio, value $62,309,497.

    13F-HR 0001021117-25-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 869,954 shares
    Change vs previous 13F not available

    10.47% of the 13F portfolio, value $57,869,373.

    13F-HR 0001021117-24-000004 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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