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Game Plan Financial Advisors, LLC: SCHB position timeline

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

Game Plan Financial Advisors, LLC held 116,467 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,467 shares
    Change vs previous 13F -25,024 shares

    1.25% of the 13F portfolio, value $3,372,897.

    13F-HR 0001802952-26-000003 filed by Game Plan Financial Advisors, 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 141,491 shares
    Change vs previous 13F +96 shares

    1.6% of the 13F portfolio, value $3,551,435.

    13F-HR 0001802952-26-000002 filed by Game Plan Financial Advisors, 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 141,395 shares
    Change vs previous 13F -1,311 shares

    1.49% of the 13F portfolio, value $3,708,791.

    13F-HR 0001802952-26-000001 filed by Game Plan Financial Advisors, 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 142,706 shares
    Change vs previous 13F -6,191 shares

    1.52% of the 13F portfolio, value $3,668,969.

    13F-HR 0001802952-25-000006 filed by Game Plan Financial Advisors, 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 148,897 shares
    Change vs previous 13F +2,055 shares

    1.55% of the 13F portfolio, value $3,548,224.

    13F-HR 0001802952-25-000005 filed by Game Plan Financial Advisors, 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 146,842 shares
    Change vs previous 13F -1,028 shares

    1.54% of the 13F portfolio, value $3,161,501.

    13F-HR 0001802952-25-000004 filed by Game Plan Financial Advisors, 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 147,870 shares
    Change vs previous 13F +96,615 shares

    1.59% of the 13F portfolio, value $3,356,644.

    13F-HR 0001802952-25-000001 filed by Game Plan Financial Advisors, 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 51,255 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,409,473.

    13F-HR 0001802952-24-000005 filed by Game Plan Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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