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DB Fitzpatrick & Co, Inc: SCHB position timeline

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

DB Fitzpatrick & Co, Inc held 10,344 SCHB shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 10,344 shares
    Change vs previous 13F +177 shares

    0.24% of the 13F portfolio, value $299,562.

    13F-HR/A 0001885767-26-000004 filed by DB Fitzpatrick & Co, 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 10,167 shares
    Change vs previous 13F +347 shares

    0.22% of the 13F portfolio, value $255,192.

    13F-HR 0001885767-26-000002 filed by DB Fitzpatrick & Co, 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 9,820 shares
    Change vs previous 13F +235 shares

    0.23% of the 13F portfolio, value $257,579.

    13F-HR 0001885767-26-000001 filed by DB Fitzpatrick & Co, 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 9,585 shares
    Change vs previous 13F +210 shares

    0.22% of the 13F portfolio, value $246,430.

    13F-HR 0001885767-25-000007 filed by DB Fitzpatrick & Co, 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 9,375 shares
    Change vs previous 13F +212 shares

    0.2% of the 13F portfolio, value $223,406.

    13F-HR 0001885767-25-000004 filed by DB Fitzpatrick & Co, 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 9,163 shares
    Change vs previous 13F +363 shares

    0.19% of the 13F portfolio, value $197,279.

    13F-HR 0001885767-25-000003 filed by DB Fitzpatrick & Co, 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 8,800 shares
    Change vs previous 13F +5,953 shares

    0.18% of the 13F portfolio, value $199,760.

    13F-HR 0001885767-25-000001 filed by DB Fitzpatrick & Co, 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 2,847 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $189,382.

    13F-HR 0001885767-24-000005 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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