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Disclosery

MBA Advisors LLC: SCHB position timeline

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

MBA Advisors LLC held 208,878 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 208,878 shares
    Change vs previous 13F +5,514 shares

    2.06% of the 13F portfolio, value $6,049,105.

    13F-HR 0001848704-26-000003 filed by MBA Advisors 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 203,364 shares
    Change vs previous 13F +17,112 shares

    1.96% of the 13F portfolio, value $5,104,424.

    13F-HR 0001848704-26-000002 filed by MBA Advisors 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 186,252 shares
    Change vs previous 13F +2,835 shares

    1.97% of the 13F portfolio, value $4,885,399.

    13F-HR 0001848704-26-000001 filed by MBA Advisors 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 183,417 shares
    Change vs previous 13F -3,565 shares

    2.01% of the 13F portfolio, value $4,715,655.

    13F-HR 0001848704-25-000002 filed by MBA Advisors 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 186,982 shares
    Change vs previous 13F +6,920 shares

    2.06% of the 13F portfolio, value $4,455,779.

    13F-HR 0001085146-25-003959 filed by MBA Advisors 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 180,062 shares
    Change vs previous 13F +8,545 shares

    1.92% of the 13F portfolio, value $3,876,745.

    13F-HR 0001085146-25-002414 filed by MBA Advisors 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 171,517 shares
    Change vs previous 13F +115,591 shares

    1.97% of the 13F portfolio, value $3,893,431.

    13F-HR 0001085146-25-000583 filed by MBA Advisors 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 55,926 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,720,224.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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