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Disclosery

ELCO Management Co., LLC: SCHB position timeline

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

ELCO Management Co., LLC held 254,441 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,441 shares
    Change vs previous 13F +41,285 shares

    3.18% of the 13F portfolio, value $7,368,611.

    13F-HR 0002085853-26-000970 filed by ELCO Management Co., 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 213,156 shares
    Change vs previous 13F +14,281 shares

    2.57% of the 13F portfolio, value $5,350,216.

    13F-HR 0002085853-26-000480 filed by ELCO Management Co., 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 198,875 shares
    Change vs previous 13F +30,369 shares

    3.29% of the 13F portfolio, value $5,216,491.

    13F-HR 0002085853-26-000199 filed by ELCO Management Co., 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 168,506 shares
    Change vs previous 13F +23,150 shares

    2.26% of the 13F portfolio, value $4,332,289.

    13F-HR 0002085853-25-000233 filed by ELCO Management Co., 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 145,356 shares
    Change vs previous 13F +24,966 shares

    1.81% of the 13F portfolio, value $3,463,833.

    13F-HR 0001667731-25-001041 filed by ELCO Management Co., 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 120,390 shares
    Change vs previous 13F +14,540 shares

    1.43% of the 13F portfolio, value $2,591,997.

    13F-HR 0001667731-25-000571 filed by ELCO Management Co., 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 105,850 shares
    Change vs previous 13F +81,500 shares

    1.26% of the 13F portfolio, value $2,402,795.

    13F-HR 0001398344-25-002628 filed by ELCO Management Co., 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 24,350 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,619,762.

    13F-HR 0001398344-24-020830 filed by ELCO Management Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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