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Disclosery

Eley Financial Management, Inc: SCHB position timeline

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

Eley Financial Management, Inc held 68,119 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 68,119 shares
    Change vs previous 13F -112 shares

    0.64% of the 13F portfolio, value $1,972,726.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, 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/A 68,231 shares
    Change vs previous 13F +156 shares

    0.62% of the 13F portfolio, value $1,712,598.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial 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 68,075 shares
    Change vs previous 13F +1,254 shares

    0.64% of the 13F portfolio, value $1,785,607.

    13F-HR 0001965267-26-000001 filed by Eley Financial 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 66,821 shares
    Change vs previous 13F -2,682 shares

    0.62% of the 13F portfolio, value $1,717,968.

    13F-HR 0001965267-25-000007 filed by Eley Financial 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 69,503 shares
    Change vs previous 13F +14,212 shares

    0.64% of the 13F portfolio, value $1,656,256.

    13F-HR 0001965267-25-000004 filed by Eley Financial 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 55,291 shares
    Change vs previous 13F -271 shares

    0.48% of the 13F portfolio, value $1,194,839.

    13F-HR 0001965267-25-000002 filed by Eley Financial 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 55,562 shares
    Change vs previous 13F +36,132 shares

    0.49% of the 13F portfolio, value $1,261,257.

    13F-HR 0001965267-25-000001 filed by Eley Financial 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 19,430 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,292,484.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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