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Disclosery

JB Capital LLC: SCHD position timeline

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

JB Capital LLC held 11,367 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,367 shares
    Change vs previous 13F +86 shares

    0.01% of the 13F portfolio, value $360,460.

    13F-HR 0001879371-26-000005 filed by JB Capital 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 11,281 shares
    Change vs previous 13F -495 shares

    0.01% of the 13F portfolio, value $346,106.

    13F-HR 0001879371-26-000004 filed by JB Capital 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 11,776 shares
    Change vs previous 13F -850 shares

    0.01% of the 13F portfolio, value $323,011.

    13F-HR 0001879371-26-000001 filed by JB Capital 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 12,626 shares
    Change vs previous 13F -3,410 shares

    0.01% of the 13F portfolio, value $344,677.

    13F-HR 0001879371-25-000003 filed by JB Capital 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 16,036 shares
    Change vs previous 13F +2,640 shares

    0.02% of the 13F portfolio, value $424,949.

    13F-HR 0001879371-25-000002 filed by JB Capital 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 13,396 shares
    Change vs previous 13F +1,916 shares

    0.02% of the 13F portfolio, value $374,550.

    13F-HR 0001667731-25-000491 filed by JB Capital 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 11,480 shares
    Change vs previous 13F +7,303 shares

    0.02% of the 13F portfolio, value $313,627.

    13F-HR 0001667731-25-000125 filed by JB Capital 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 4,177 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $353,077.

    13F-HR 0001879371-24-000005 filed by JB Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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