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EPIQ Capital Group, LLC: SCHB position timeline

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

EPIQ Capital Group, LLC held 47,165 SCHB shares at 2024-12-31 per its 13F-HR filed 2025-02-07.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 47,165 shares
    Change vs previous 13F +31,499 shares

    0.28% of the 13F portfolio, value $1,070,636.

    13F-HR 0001879202-25-000001 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 15,666 shares
    Change vs previous 13F +99 shares

    0.3% of the 13F portfolio, value $1,042,101.

    13F-HR 0001879202-24-000060 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 15,567 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $981,879.

    13F-HR 0001879202-24-000036 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 15,567 shares
    Change vs previous 13F +44 shares

    0.38% of the 13F portfolio, value $950,382.

    13F-HR 0001879202-24-000026 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 15,523 shares
    Change vs previous 13F +65 shares

    0.41% of the 13F portfolio, value $864,145.

    13F-HR 0001879202-24-000001 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 15,458 shares
    Change vs previous 13F +59 shares

    0.42% of the 13F portfolio, value $770,563.

    13F-HR 0001879202-23-000023 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 15,399 shares
    Change vs previous 13F +59 shares

    0.42% of the 13F portfolio, value $796,151.

    13F-HR 0001879202-23-000017 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 15,340 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $734,021.

    13F-HR 0001879202-23-000010 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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