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Disclosery

JB Capital LLC: SCHW position timeline

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

JB Capital LLC held 8,082 SCHW 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 8,082 shares
    Change vs previous 13F -10,501 shares

    0.03% of the 13F portfolio, value $745,719.

    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 18,583 shares
    Change vs previous 13F -21,584 shares

    0.07% of the 13F portfolio, value $1,746,428.

    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 40,167 shares
    Change vs previous 13F -5,019 shares

    0.16% of the 13F portfolio, value $4,013,126.

    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 45,186 shares
    Change vs previous 13F -2,503 shares

    0.19% of the 13F portfolio, value $4,313,925.

    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 47,689 shares
    Change vs previous 13F -720 shares

    0.21% of the 13F portfolio, value $4,351,144.

    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 48,409 shares
    Change vs previous 13F -1,104 shares

    0.21% of the 13F portfolio, value $3,789,453.

    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 49,513 shares
    Change vs previous 13F +1,303 shares

    0.21% of the 13F portfolio, value $3,664,454.

    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 48,210 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,124,474.

    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).