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Intelligence Driven Advisers, LLC: SCHB position timeline

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

Intelligence Driven Advisers, LLC held 553,376 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 553,376 shares
    Change vs previous 13F -1,093 shares

    2.8% of the 13F portfolio, value $16,219,443.

    13F-HR 0001172661-26-004465 filed by Intelligence Driven Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 554,469 shares
    Change vs previous 13F -8,921 shares

    2.61% of the 13F portfolio, value $16,057,427.

    13F-HR 0001172661-26-003125 filed by Intelligence Driven Advisers, LLC
    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 563,390 shares
    Change vs previous 13F -361,757 shares

    2.47% of the 13F portfolio, value $14,141,082.

    13F-HR 0001172661-26-002403 filed by Intelligence Driven Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 925,147 shares
    Change vs previous 13F -92,008 shares

    3.47% of the 13F portfolio, value $24,266,609.

    13F-HR 0001172661-26-000287 filed by Intelligence Driven Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,017,155 shares
    Change vs previous 13F -23,170 shares

    3.63% of the 13F portfolio, value $26,151,063.

    13F-HR 0001420506-25-003058 filed by Intelligence Driven Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,040,325 shares
    Change vs previous 13F +433,721 shares

    3.74% of the 13F portfolio, value $24,790,936.

    13F-HR 0001941040-25-000338 filed by Intelligence Driven Advisers, LLC
    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 606,604 shares
    Change vs previous 13F +75,172 shares

    2.52% of the 13F portfolio, value $13,060,183.

    13F-HR 0001941040-25-000234 filed by Intelligence Driven Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 531,432 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $12,063,504.

    13F-HR 0001941040-25-000041 filed by Intelligence Driven Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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