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L. Roy Papp & Associates, LLP: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L. Roy Papp & Associates, LLP on SCHB, newest first. How the timeline and the estimate are built.

L. Roy Papp & Associates, LLP held 139,075 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,075 shares
    Change vs previous 13F +87 shares

    0.42% of the 13F portfolio, value $4,027,613.

    13F-HR 0002085853-26-000813 filed by L. Roy Papp & Associates, LLP
    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 138,988 shares
    Change vs previous 13F -3,371 shares

    0.4% of the 13F portfolio, value $3,488,598.

    13F-HR 0002085853-26-000370 filed by L. Roy Papp & Associates, LLP
    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 142,359 shares
    Change vs previous 13F -2,265 shares

    0.41% of the 13F portfolio, value $3,734,065.

    13F-HR 0002085853-26-000127 filed by L. Roy Papp & Associates, LLP
    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 144,624 shares
    Change vs previous 13F -1,437 shares

    0.42% of the 13F portfolio, value $3,718,290.

    13F-HR 0002085853-25-000051 filed by L. Roy Papp & Associates, LLP
    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 146,061 shares
    Change vs previous 13F +386 shares

    0.41% of the 13F portfolio, value $3,480,646.

    13F-HR 0001667731-25-000943 filed by L. Roy Papp & Associates, LLP
    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 145,675 shares
    Change vs previous 13F -1,997 shares

    0.38% of the 13F portfolio, value $3,136,373.

    13F-HR 0001667731-25-000413 filed by L. Roy Papp & Associates, LLP
    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 147,672 shares
    Change vs previous 13F +100,730 shares

    0.39% of the 13F portfolio, value $3,352,166.

    13F-HR 0001667731-25-000155 filed by L. Roy Papp & Associates, LLP
    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 46,942 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,122,592.

    13F-HR 0000809339-24-000006 filed by L. Roy Papp & Associates, LLP
    Filed (acceptance time not in the bulk data set), ingested

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