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Mission Hills Financial Advisory, LLC: SCHB position timeline

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

Mission Hills Financial Advisory, LLC held 7,814 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,814 shares
    Change vs previous 13F +7,814 shares

    0.1% of the 13F portfolio, value $226,293.

    13F-HR 0001986152-26-000151 filed by Mission Hills Financial Advisory, 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 0 shares
    Change vs previous 13F -7,913 shares

    13F-HR 0001986152-26-000053 filed by Mission Hills Financial Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 7,913 shares
    Change vs previous 13F +38 shares

    0.11% of the 13F portfolio, value $207,558.

    13F-HR 0001986152-26-000006 filed by Mission Hills Financial Advisory, 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 7,875 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $202,466.

    13F-HR 0001986152-25-000101 filed by Mission Hills Financial Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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