Skip to content
Disclosery

Mason & Associates, LLC: SCHB position timeline

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

Mason & Associates, LLC held 97,033 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,033 shares
    Change vs previous 13F +4 shares

    0.58% of the 13F portfolio, value $2,810,076.

    13F-HR 0001754960-26-000510 filed by Mason & Associates, 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 97,029 shares
    Change vs previous 13F -2 shares

    0.56% of the 13F portfolio, value $2,435,428.

    13F-HR 0001754960-26-000303 filed by Mason & Associates, 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 97,031 shares
    Change vs previous 13F -6,131 shares

    0.58% of the 13F portfolio, value $2,545,123.

    13F-HR 0001754960-26-000098 filed by Mason & Associates, 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 103,162 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,458,350.

    13F-HR 0001754960-25-000746 filed by Mason & Associates, 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 103,162 shares
    Change vs previous 13F -1,801 shares

    0.62% of the 13F portfolio, value $2,458,350.

    13F-HR 0001754960-25-000508 filed by Mason & Associates, 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 104,963 shares
    Change vs previous 13F -5,624 shares

    0.65% of the 13F portfolio, value $2,259,853.

    13F-HR 0001754960-25-000175 filed by Mason & Associates, 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 110,587 shares
    Change vs previous 13F +73,036 shares

    0.75% of the 13F portfolio, value $2,510,325.

    13F-HR 0001754960-25-000031 filed by Mason & Associates, LLC
    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 37,551 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,497,893.

    13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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