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Nalls Sherbakoff Group, LLC: SCHB position timeline

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

Nalls Sherbakoff Group, LLC held 764,875 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 764,875 shares
    Change vs previous 13F -24,255 shares

    15.75% of the 13F portfolio, value $22,150,774.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff Group, 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 789,130 shares
    Change vs previous 13F -19,642 shares

    14.57% of the 13F portfolio, value $19,807,162.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff Group, 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 808,772 shares
    Change vs previous 13F -49,171 shares

    15.3% of the 13F portfolio, value $21,214,079.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff Group, 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 857,943 shares
    Change vs previous 13F +4,340 shares

    14.88% of the 13F portfolio, value $22,057,720.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff Group, 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 853,603 shares
    Change vs previous 13F +12,253 shares

    14.81% of the 13F portfolio, value $20,341,371.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff Group, 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 841,350 shares
    Change vs previous 13F not available

    14.72% of the 13F portfolio, value $18,114,258.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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