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D'Orazio & Associates, Inc.: SCHB position timeline

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

D'Orazio & Associates, Inc. held 83,737 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,737 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $2,425,033.

    13F-HR 0001646821-26-000005 filed by D'Orazio & 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 ended2026-03-31
    13F 83,729 shares
    Change vs previous 13F +9 shares

    0.27% of the 13F portfolio, value $2,101,597.

    13F-HR 0001646821-26-000002 filed by D'Orazio & 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 ended2025-12-31
    13F 83,720 shares
    Change vs previous 13F +1,975 shares

    0.28% of the 13F portfolio, value $2,195,976.

    13F-HR 0001646821-26-000001 filed by D'Orazio & 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 ended2025-09-30
    13F 81,745 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,101,664.

    13F-HR 0001646821-25-000003 filed by D'Orazio & 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 ended2025-06-30
    13F 81,745 shares
    Change vs previous 13F +31,720 shares

    0.27% of the 13F portfolio, value $1,947,984.

    13F-HR 0001085146-25-004705 filed by D'Orazio & 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 ended2025-03-31
    13F 50,025 shares
    Change vs previous 13F +128 shares

    0.16% of the 13F portfolio, value $1,077,048.

    13F-HR 0001085146-25-002170 filed by D'Orazio & 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 ended2024-12-31
    13F 49,897 shares
    Change vs previous 13F +33,313 shares

    0.17% of the 13F portfolio, value $1,132,668.

    13F-HR 0001085146-25-000519 filed by D'Orazio & 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 ended2024-09-30
    13F 16,584 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,103,171.

    13F-HR 0001085146-24-005372 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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