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Davidson Kahn Capital Management, LLC: SCHB position timeline

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

Davidson Kahn Capital Management, LLC held 688,683 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 688,683 shares
    Change vs previous 13F +85,572 shares

    8.58% of the 13F portfolio, value $19,969,383.

    13F-HR 0001754960-26-000522 filed by Davidson Kahn Capital 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 603,111 shares
    Change vs previous 13F +106,626 shares

    8.16% of the 13F portfolio, value $15,307,514.

    13F-HR 0001754960-26-000310 filed by Davidson Kahn Capital 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 496,485 shares
    Change vs previous 13F +37,340 shares

    6.77% of the 13F portfolio, value $13,022,810.

    13F-HR 0001754960-26-000134 filed by Davidson Kahn Capital 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 459,145 shares
    Change vs previous 13F +35,516 shares

    6.58% of the 13F portfolio, value $11,817,474.

    13F-HR 0001754960-25-000727 filed by Davidson Kahn Capital 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 423,629 shares
    Change vs previous 13F +46,149 shares

    6.49% of the 13F portfolio, value $10,118,798.

    13F-HR 0001754960-25-000458 filed by Davidson Kahn Capital 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 377,480 shares
    Change vs previous 13F +77,634 shares

    6.28% of the 13F portfolio, value $8,127,137.

    13F-HR 0001667731-25-000493 filed by Davidson Kahn Capital 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 299,846 shares
    Change vs previous 13F not available

    6.32% of the 13F portfolio, value $6,806,493.

    13F-HR 0001667731-25-000280 filed by Davidson Kahn Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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