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Disclosery

Elser Financial Planning, Inc: SCHB position timeline

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

Elser Financial Planning, Inc held 104,795 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,795 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,034,853.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, 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 104,795 shares
    Change vs previous 13F -552 shares

    0.13% of the 13F portfolio, value $2,630,866.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, 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 105,347 shares
    Change vs previous 13F 0 shares

    2% of the 13F portfolio, value $2,763,242.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, 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 105,347 shares
    Change vs previous 13F -2,978 shares

    3.28% of the 13F portfolio, value $2,721,020.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, 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/A 108,325 shares
    Change vs previous 13F +3,698 shares

    3.22% of the 13F portfolio, value $2,581,375.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, 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 104,627 shares
    Change vs previous 13F -270 shares

    3.12% of the 13F portfolio, value $2,252,610.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, 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 104,897 shares
    Change vs previous 13F +67,560 shares

    0.17% of the 13F portfolio, value $2,381,152.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, 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 37,337 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $2,483,625.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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