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Mutual Advisors, LLC: SCHB position timeline

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

Mutual Advisors, LLC held 287,862 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 287,862 shares
    Change vs previous 13F +749 shares

    0.16% of the 13F portfolio, value $8,336,498.

    13F-HR 0001986152-26-000154 filed by Mutual 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 287,113 shares
    Change vs previous 13F +3,285 shares

    0.15% of the 13F portfolio, value $7,206,544.

    13F-HR 0001986152-26-000054 filed by Mutual 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 283,828 shares
    Change vs previous 13F +2,959 shares

    0.16% of the 13F portfolio, value $7,444,819.

    13F-HR 0001986152-26-000005 filed by Mutual 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 280,869 shares
    Change vs previous 13F +6,242 shares

    0.16% of the 13F portfolio, value $7,282,924.

    13F-HR 0001986152-25-000100 filed by Mutual 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 274,627 shares
    Change vs previous 13F +41,145 shares

    0.17% of the 13F portfolio, value $6,753,076.

    13F-HR 0001986152-25-000050 filed by Mutual 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 233,482 shares
    Change vs previous 13F +1,314 shares

    0.14% of the 13F portfolio, value $4,952,155.

    13F-HR 0001986152-25-000037 filed by Mutual 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 232,168 shares
    Change vs previous 13F +5,269 shares

    0.15% of the 13F portfolio, value $5,332,908.

    13F-HR 0001986152-25-000002 filed by Mutual 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 226,899 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,075,720.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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