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Disclosery

Downshift Financial, LLC: SCHB position timeline

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

Downshift Financial, LLC held 908,685 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 908,685 shares
    Change vs previous 13F +207,890 shares

    11.94% of the 13F portfolio, value $26,315,507.

    13F-HR 0002118380-26-000003 filed by Downshift Financial, 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 700,795 shares
    Change vs previous 13F +301,363 shares

    9.94% of the 13F portfolio, value $19,193,854.

    13F-HR 0002118380-26-000002 filed by Downshift Financial, 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 399,432 shares
    Change vs previous 13F not available

    6.42% of the 13F portfolio, value $10,413,184.

    13F-HR 0002118380-26-000001 filed by Downshift Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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