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Disclosery

Kades & Cheifetz LLC: SCHB position timeline

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

Kades & Cheifetz LLC held 25,321 SCHB shares at 2024-12-31 per its 13F-HR filed 2025-01-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 25,321 shares
    Change vs previous 13F +16,899 shares

    0.29% of the 13F portfolio, value $574,788.

    13F-HR 0001941040-25-000012 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 8,422 shares
    Change vs previous 13F -24 shares

    0.32% of the 13F portfolio, value $560,255.

    13F-HR 0001941040-24-000413 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 8,446 shares
    Change vs previous 13F +205 shares

    0.33% of the 13F portfolio, value $530,980.

    13F-HR 0001941040-24-000365 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 8,241 shares
    Change vs previous 13F +26 shares

    0.32% of the 13F portfolio, value $503,094.

    13F-HR 0001941040-24-000236 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 8,215 shares
    Change vs previous 13F +220 shares

    0.32% of the 13F portfolio, value $457,353.

    13F-HR 0001941040-24-000053 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 7,995 shares
    Change vs previous 13F +30 shares

    0.32% of the 13F portfolio, value $398,562.

    13F-HR 0001941040-23-000319 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 7,965 shares
    Change vs previous 13F -118 shares

    0.32% of the 13F portfolio, value $411,779.

    13F-HR 0001957259-23-000003 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 8,083 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $386,754.

    13F-HR 0001957259-23-000002 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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