Skip to content
Disclosery

DOCK STREET ASSET MANAGEMENT INC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOCK STREET ASSET MANAGEMENT INC on SCHB, newest first. How the timeline and the estimate are built.

DOCK STREET ASSET MANAGEMENT INC held 0 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -12,053 shares

    13F-HR 0001172779-26-000003 filed by DOCK STREET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 12,053 shares
    Change vs previous 13F -2,501 shares

    0.03% of the 13F portfolio, value $302,534.

    13F-HR 0001172779-26-000002 filed by DOCK STREET ASSET MANAGEMENT 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 14,554 shares
    Change vs previous 13F -5,813 shares

    0.03% of the 13F portfolio, value $381,755.

    13F-HR 0001172779-26-000001 filed by DOCK STREET ASSET MANAGEMENT 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 20,367 shares
    Change vs previous 13F -16,652 shares

    0.05% of the 13F portfolio, value $523,639.

    13F-HR 0001172779-25-000006 filed by DOCK STREET ASSET MANAGEMENT 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 37,019 shares
    Change vs previous 13F -1,582 shares

    0.08% of the 13F portfolio, value $882,166.

    13F-HR 0001172779-25-000004 filed by DOCK STREET ASSET MANAGEMENT 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 38,601 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $831,082.

    13F-HR 0001172779-25-000003 filed by DOCK STREET ASSET MANAGEMENT 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 38,601 shares
    Change vs previous 13F +25,734 shares

    0.1% of the 13F portfolio, value $876,246.

    13F-HR 0001172779-25-000001 filed by DOCK STREET ASSET MANAGEMENT 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 12,867 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $855,922.

    13F-HR 0001172779-24-000005 filed by DOCK STREET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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