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Disclosery

Equita Financial Network, Inc.: SCHB position timeline

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

Equita Financial Network, Inc. held 289,163 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,163 shares
    Change vs previous 13F +291 shares

    2.32% of the 13F portfolio, value $8,374,149.

    13F-HR 0002063364-26-000228 filed by Equita Financial Network, 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 288,872 shares
    Change vs previous 13F -4,752 shares

    2.28% of the 13F portfolio, value $7,250,682.

    13F-HR 0002063364-26-000116 filed by Equita Financial Network, 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 293,624 shares
    Change vs previous 13F +25,226 shares

    2.32% of the 13F portfolio, value $7,701,765.

    13F-HR 0002063364-26-000037 filed by Equita Financial Network, 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 268,398 shares
    Change vs previous 13F -1,314 shares

    2.33% of the 13F portfolio, value $6,900,505.

    13F-HR 0002063364-25-000260 filed by Equita Financial Network, 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 269,712 shares
    Change vs previous 13F -7,249 shares

    2.56% of the 13F portfolio, value $6,427,245.

    13F-HR 0002063364-25-000177 filed by Equita Financial Network, 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 276,961 shares
    Change vs previous 13F +2,901 shares

    2.08% of the 13F portfolio, value $5,962,960.

    13F-HR 0002063364-25-000043 filed by Equita Financial Network, 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 274,060 shares
    Change vs previous 13F +180,417 shares

    2.25% of the 13F portfolio, value $6,221,152.

    13F-HR 0001994461-25-000003 filed by Equita Financial Network, 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 93,643 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $6,229,000.

    13F-HR 0001994461-24-000011 filed by Equita Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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