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Disclosery

JBR Co Financial Management Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JBR Co Financial Management Inc on SCHD, newest first. How the timeline and the estimate are built.

JBR Co Financial Management Inc held 21,818 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,818 shares
    Change vs previous 13F -4,434 shares

    0.27% of the 13F portfolio, value $694,903.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,252 shares
    Change vs previous 13F -6,933 shares

    0.3% of the 13F portfolio, value $832,451.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
    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 33,185 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $910,265.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial Management Inc
    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 33,185 shares
    Change vs previous 13F -2,450 shares

    0.38% of the 13F portfolio, value $910,265.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial Management Inc
    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 35,635 shares
    Change vs previous 13F -2,990 shares

    0.41% of the 13F portfolio, value $972,836.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial Management Inc
    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 38,625 shares
    Change vs previous 13F -11,572 shares

    0.51% of the 13F portfolio, value $1,023,563.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    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 50,197 shares
    Change vs previous 13F +289 shares

    0.82% of the 13F portfolio, value $1,403,508.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    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 49,908 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,363,487.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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