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FIDUCIARY ADVISORS, INC.: SCHB position timeline

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

FIDUCIARY ADVISORS, INC. held 8,203 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,203 shares
    Change vs previous 13F +21 shares

    0.16% of the 13F portfolio, value $237,573.

    13F-HR 0002047030-26-000003 filed by FIDUCIARY ADVISORS, 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 8,182 shares
    Change vs previous 13F +23 shares

    0.15% of the 13F portfolio, value $205,366.

    13F-HR 0002047030-26-000002 filed by FIDUCIARY ADVISORS, 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 8,159 shares
    Change vs previous 13F +26 shares

    0.16% of the 13F portfolio, value $214,009.

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, 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 8,133 shares
    Change vs previous 13F +23 shares

    0.17% of the 13F portfolio, value $209,112.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, 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 8,110 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $193,260.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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