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Dodds Wealth, LLC: SCHB position timeline

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

Dodds Wealth, LLC held 1,020,508 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,020,508 shares
    Change vs previous 13F +12,660 shares

    6.65% of the 13F portfolio, value $29,553,917.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, 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 1,007,848 shares
    Change vs previous 13F +23,099 shares

    6.21% of the 13F portfolio, value $25,296,973.

    13F-HR 0001973728-26-000003 filed by Dodds Wealth, 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 984,749 shares
    Change vs previous 13F +52,623 shares

    6.33% of the 13F portfolio, value $25,829,970.

    13F-HR 0001973728-26-000002 filed by Dodds Wealth, 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 932,126 shares
    Change vs previous 13F +55,169 shares

    5.94% of the 13F portfolio, value $23,964,961.

    13F-HR 0001973728-25-000007 filed by Dodds Wealth, 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 876,957 shares
    Change vs previous 13F +16,274 shares

    5.6% of the 13F portfolio, value $20,897,878.

    13F-HR 0001973728-25-000005 filed by Dodds Wealth, 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 860,683 shares
    Change vs previous 13F +108,673 shares

    6.04% of the 13F portfolio, value $18,530,509.

    13F-HR 0001973728-25-000003 filed by Dodds Wealth, 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 752,010 shares
    Change vs previous 13F +66,582 shares

    5.69% of the 13F portfolio, value $17,702,309.

    13F-HR 0001973728-25-000001 filed by Dodds Wealth, LLC
    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 685,428 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $15,230,203.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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