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MCF Advisors LLC: SCHB position timeline

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

MCF Advisors LLC held 107,501 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,501 shares
    Change vs previous 13F -19,648 shares

    0.11% of the 13F portfolio, value $3,113,231.

    13F-HR 0001602905-26-000008 filed by MCF 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 127,149 shares
    Change vs previous 13F +82,063 shares

    0.14% of the 13F portfolio, value $3,191,432.

    13F-HR 0001602905-26-000004 filed by MCF 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 45,086 shares
    Change vs previous 13F +14,836 shares

    0.07% of the 13F portfolio, value $1,182,606.

    13F-HR 0001602905-26-000001 filed by MCF 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 30,250 shares
    Change vs previous 13F -1,607 shares

    0.05% of the 13F portfolio, value $777,727.

    13F-HR 0001602905-25-000007 filed by MCF 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 31,857 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $759,152.

    13F-HR 0001602905-25-000004 filed by MCF 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 31,857 shares
    Change vs previous 13F -2,617 shares

    0.05% of the 13F portfolio, value $685,881.

    13F-HR 0001602905-25-000003 filed by MCF 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 34,474 shares
    Change vs previous 13F +22,982 shares

    0.05% of the 13F portfolio, value $782,559.

    13F-HR 0001602905-25-000001 filed by MCF 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 11,492 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $764,445.

    13F-HR 0001602905-24-000007 filed by MCF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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