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Disclosery

Financial Designs Corp: SCHB position timeline

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

Financial Designs Corp held 139,518 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 139,518 shares
    Change vs previous 13F +32,343 shares

    2.11% of the 13F portfolio, value $4,089,271.

    13F-HR 0001085146-26-000824 filed by Financial Designs Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 107,175 shares
    Change vs previous 13F -5,248 shares

    1.66% of the 13F portfolio, value $3,103,801.

    13F-HR 0001561383-26-000005 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 112,423 shares
    Change vs previous 13F -4,683 shares

    1.57% of the 13F portfolio, value $2,821,813.

    13F-HR 0001561383-26-000003 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 117,106 shares
    Change vs previous 13F -5,970 shares

    1.74% of the 13F portfolio, value $3,071,693.

    13F-HR 0001561383-26-000002 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 123,076 shares
    Change vs previous 13F -8,600 shares

    1.87% of the 13F portfolio, value $3,234,443.

    13F-HR 0001561383-25-000005 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 131,676 shares
    Change vs previous 13F -93 shares

    1.92% of the 13F portfolio, value $3,137,849.

    13F-HR 0001085146-25-003893 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 131,769 shares
    Change vs previous 13F +4,701 shares

    1.98% of the 13F portfolio, value $2,836,978.

    13F-HR 0001085146-25-002084 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 127,068 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,884,437.

    13F-HR 0001085146-25-000311 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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