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James J. Burns & Company, LLC: SCHB position timeline

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

James J. Burns & Company, LLC held 704,165 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 704,165 shares
    Change vs previous 13F -5,338 shares

    2.21% of the 13F portfolio, value $20,392,644.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 709,503 shares
    Change vs previous 13F -8,594 shares

    2.42% of the 13F portfolio, value $17,808,527.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 718,097 shares
    Change vs previous 13F +1,609 shares

    2.6% of the 13F portfolio, value $18,835,680.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 716,488 shares
    Change vs previous 13F +12,120 shares

    2.75% of the 13F portfolio, value $18,420,883.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 704,368 shares
    Change vs previous 13F -14,824 shares

    2.74% of the 13F portfolio, value $16,785,092.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 719,192 shares
    Change vs previous 13F -19,010 shares

    2.77% of the 13F portfolio, value $15,484,181.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 738,202 shares
    Change vs previous 13F +488,005 shares

    2.91% of the 13F portfolio, value $16,758,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 250,197 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $16,642,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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