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Disclosery

Goepper Burkhardt LLC: SCHB position timeline

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

Goepper Burkhardt LLC held 1,160,559 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,160,559 shares
    Change vs previous 13F +22,545 shares

    10.09% of the 13F portfolio, value $33,609,788.

    13F-HR 0001844142-26-000003 filed by Goepper Burkhardt 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 1,138,014 shares
    Change vs previous 13F -11,587 shares

    9.54% of the 13F portfolio, value $28,564,151.

    13F-HR 0001844142-26-000002 filed by Goepper Burkhardt 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 1,149,601 shares
    Change vs previous 13F +38,162 shares

    9.82% of the 13F portfolio, value $30,154,033.

    13F-HR 0001844142-26-000001 filed by Goepper Burkhardt 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 1,111,439 shares
    Change vs previous 13F +27,735 shares

    9.74% of the 13F portfolio, value $28,575,096.

    13F-HR 0001844142-25-000005 filed by Goepper Burkhardt 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 1,083,704 shares
    Change vs previous 13F +19,082 shares

    9.51% of the 13F portfolio, value $25,824,666.

    13F-HR 0001844142-25-000004 filed by Goepper Burkhardt 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 1,064,622 shares
    Change vs previous 13F -5,175 shares

    9.16% of the 13F portfolio, value $22,921,311.

    13F-HR 0001844142-25-000002 filed by Goepper Burkhardt 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 1,069,797 shares
    Change vs previous 13F +707,510 shares

    9.86% of the 13F portfolio, value $24,284,391.

    13F-HR 0001844142-25-000001 filed by Goepper Burkhardt 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 362,287 shares
    Change vs previous 13F not available

    9.94% of the 13F portfolio, value $24,099,329.

    13F-HR 0001844142-24-000004 filed by Goepper Burkhardt LLC
    Filed (acceptance time not in the bulk data set), ingested

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