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Everstar Asset Management, LLC: SCHB position timeline

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

Everstar Asset Management, LLC held 57,759 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,759 shares
    Change vs previous 13F -1,205 shares

    0.81% of the 13F portfolio, value $1,672,701.

    13F-HR 0001420506-26-001378 filed by Everstar Asset Management, 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 58,964 shares
    Change vs previous 13F -1,556 shares

    0.79% of the 13F portfolio, value $1,479,996.

    13F-HR 0001420506-26-000683 filed by Everstar Asset Management, 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 60,520 shares
    Change vs previous 13F -1,503 shares

    0.85% of the 13F portfolio, value $1,587,440.

    13F-HR 0001420506-26-000172 filed by Everstar Asset Management, 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 62,023 shares
    Change vs previous 13F -996 shares

    0.9% of the 13F portfolio, value $1,594,611.

    13F-HR 0001420506-25-003054 filed by Everstar Asset Management, 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 63,019 shares
    Change vs previous 13F -1,606 shares

    0.92% of the 13F portfolio, value $1,501,743.

    13F-HR 0001420506-25-001911 filed by Everstar Asset Management, 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/A 64,625 shares
    Change vs previous 13F -1,235 shares

    0.92% of the 13F portfolio, value $1,391,376.

    13F-HR/A 0001420506-25-001784 filed by Everstar Asset Management, 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 65,860 shares
    Change vs previous 13F +41,534 shares

    1.06% of the 13F portfolio, value $1,495,022.

    13F-HR 0001420506-25-000309 filed by Everstar Asset Management, 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 24,326 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,618,166.

    13F-HR 0001420506-24-002288 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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