Skip to content
Disclosery

Mason & Associates Inc: SCHB position timeline

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

Mason & Associates Inc held 34,140 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 34,140 shares
    Change vs previous 13F +8 shares

    0.16% of the 13F portfolio, value $988,705.

    13F-HR 0001917686-26-000003 filed by Mason & Associates Inc
    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 34,132 shares
    Change vs previous 13F +8 shares

    0.16% of the 13F portfolio, value $832,491.

    13F-HR 0001917686-26-000002 filed by Mason & Associates Inc
    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 34,124 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $895,073.

    13F-HR 0001917686-26-000001 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 34,115 shares
    Change vs previous 13F +9 shares

    0.18% of the 13F portfolio, value $877,088.

    13F-HR 0001917686-25-000007 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 34,106 shares
    Change vs previous 13F +9 shares

    0.19% of the 13F portfolio, value $812,747.

    13F-HR 0001917686-25-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,097 shares
    Change vs previous 13F -9,141 shares

    0.18% of the 13F portfolio, value $734,114.

    13F-HR 0001917686-25-000002 filed by Mason & Associates Inc
    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 43,238 shares
    Change vs previous 13F +28,828 shares

    0.23% of the 13F portfolio, value $981,509.

    13F-HR 0001917686-25-000001 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,410 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $958,544.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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