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Lionshead Wealth Management, LLC: SCHB position timeline

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

Lionshead Wealth Management, LLC held 62,911 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,911 shares
    Change vs previous 13F +1,255 shares

    1.18% of the 13F portfolio, value $1,821,906.

    13F-HR 0001172661-26-002858 filed by Lionshead Wealth Management, 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 61,656 shares
    Change vs previous 13F +15,000 shares

    1.14% of the 13F portfolio, value $1,547,566.

    13F-HR 0001172661-26-001647 filed by Lionshead Wealth Management, 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 46,656 shares
    Change vs previous 13F -2,130 shares

    0.92% of the 13F portfolio, value $1,223,787.

    13F-HR 0001172661-26-000174 filed by Lionshead Wealth Management, 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 48,786 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,254,288.

    13F-HR 0001172661-25-004243 filed by Lionshead Wealth Management, 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 48,786 shares
    Change vs previous 13F +750 shares

    1.07% of the 13F portfolio, value $1,162,570.

    13F-HR 0001172661-25-003032 filed by Lionshead Wealth Management, 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 48,036 shares
    Change vs previous 13F -42,870 shares

    1.07% of the 13F portfolio, value $1,034,215.

    13F-HR 0001172661-25-001823 filed by Lionshead Wealth Management, 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 90,906 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,063,566.

    13F-HR 0001172661-25-001094 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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