Skip to content
Disclosery

L.K. Benson & Company, P.C.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on SCHB, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 45,297 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,297 shares
    Change vs previous 13F +34 shares

    0.4% of the 13F portfolio, value $1,311,814.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 45,263 shares
    Change vs previous 13F +39 shares

    0.38% of the 13F portfolio, value $1,136,083.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 45,224 shares
    Change vs previous 13F -61 shares

    0.6% of the 13F portfolio, value $1,186,249.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 45,285 shares
    Change vs previous 13F +570 shares

    0.63% of the 13F portfolio, value $1,164,286.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 44,715 shares
    Change vs previous 13F +173 shares

    0.65% of the 13F portfolio, value $1,065,556.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 44,542 shares
    Change vs previous 13F +656 shares

    0.66% of the 13F portfolio, value $958,976.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 43,886 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $996,223.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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