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Disclosery

Farnam Financial LLC: SCHB position timeline

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

Farnam Financial LLC held 172,163 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,163 shares
    Change vs previous 13F -15,365 shares

    3.64% of the 13F portfolio, value $4,985,833.

    13F-HR 0001754960-26-000606 filed by Farnam Financial 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 187,528 shares
    Change vs previous 13F -4,302 shares

    3.87% of the 13F portfolio, value $4,706,962.

    13F-HR 0001754960-26-000340 filed by Farnam Financial 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 191,830 shares
    Change vs previous 13F -2,878 shares

    3.79% of the 13F portfolio, value $5,031,701.

    13F-HR 0001754960-26-000113 filed by Farnam Financial 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 194,708 shares
    Change vs previous 13F -9,452 shares

    3.89% of the 13F portfolio, value $5,005,930.

    13F-HR 0001754960-25-000706 filed by Farnam Financial 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 204,160 shares
    Change vs previous 13F -15,225 shares

    4.37% of the 13F portfolio, value $4,865,140.

    13F-HR 0001754960-25-000584 filed by Farnam Financial 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 219,385 shares
    Change vs previous 13F +1,274 shares

    4.79% of the 13F portfolio, value $4,723,363.

    13F-HR 0001754960-25-000585 filed by Farnam Financial 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 218,111 shares
    Change vs previous 13F +141,290 shares

    5.18% of the 13F portfolio, value $4,951,117.

    13F-HR 0001754960-25-000586 filed by Farnam Financial 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 76,821 shares
    Change vs previous 13F not available

    5.61% of the 13F portfolio, value $5,110,110.

    13F-HR 0001754960-25-000587 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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