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Modus Advisors, LLC: SCHB position timeline

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

Modus Advisors, LLC held 76,678 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,678 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,220,595.

    13F-HR 0001799284-26-000003 filed by Modus 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 76,678 shares
    Change vs previous 13F -606 shares

    0.53% of the 13F portfolio, value $1,924,618.

    13F-HR 0001799284-26-000002 filed by Modus 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 77,284 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,027,159.

    13F-HR 0001799284-26-000001 filed by Modus 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 77,284 shares
    Change vs previous 13F -253 shares

    0.54% of the 13F portfolio, value $1,986,972.

    13F-HR 0001799284-25-000005 filed by Modus 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 77,537 shares
    Change vs previous 13F -114 shares

    0.55% of the 13F portfolio, value $1,847,707.

    13F-HR 0001799284-25-000003 filed by Modus 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 77,651 shares
    Change vs previous 13F -1,722 shares

    0.55% of the 13F portfolio, value $1,671,826.

    13F-HR 0001799284-25-000002 filed by Modus 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 79,373 shares
    Change vs previous 13F +53,393 shares

    0.56% of the 13F portfolio, value $1,801,771.

    13F-HR 0001799284-25-000001 filed by Modus 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 25,980 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,728,167.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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