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Disclosery

HORAN Wealth, LLC: SCHB position timeline

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

HORAN Wealth, LLC held 527,998 SCHB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 527,998 shares
    Change vs previous 13F -523,474 shares

    1.91% of the 13F portfolio, value $15,290,814.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 1,051,472 shares
    Change vs previous 13F +532,274 shares

    2.51% of the 13F portfolio, value $26,459,394.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 519,198 shares
    Change vs previous 13F +1,613 shares

    2.09% of the 13F portfolio, value $13,618,566.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 517,585 shares
    Change vs previous 13F +34,846 shares

    2.1% of the 13F portfolio, value $13,307,103.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 482,739 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $11,503,663.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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