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Nicholas Hoffman & Company, LLC.: SCHB position timeline

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

Nicholas Hoffman & Company, LLC. held 81,600 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,600 shares
    Change vs previous 13F -5,175 shares

    0.05% of the 13F portfolio, value $2,363,124.

    13F-HR 0001398344-26-013410 filed by Nicholas Hoffman & Company, 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 86,775 shares
    Change vs previous 13F +16,547 shares

    0.05% of the 13F portfolio, value $2,178,058.

    13F-HR 0001398344-26-007708 filed by Nicholas Hoffman & Company, 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 70,228 shares
    Change vs previous 13F -2,658 shares

    0.04% of the 13F portfolio, value $1,842,087.

    13F-HR 0001398344-26-001863 filed by Nicholas Hoffman & Company, 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 72,886 shares
    Change vs previous 13F +91 shares

    0.05% of the 13F portfolio, value $1,873,894.

    13F-HR 0001398344-25-020723 filed by Nicholas Hoffman & Company, 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 72,795 shares
    Change vs previous 13F +12,091 shares

    0.04% of the 13F portfolio, value $1,734,706.

    13F-HR 0001398344-25-014584 filed by Nicholas Hoffman & Company, 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/A 60,704 shares
    Change vs previous 13F -900 shares

    0.05% of the 13F portfolio, value $1,306,964.

    13F-HR/A 0001398344-25-012059 filed by Nicholas Hoffman & Company, 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/A 61,604 shares
    Change vs previous 13F +39,077 shares

    0.06% of the 13F portfolio, value $1,398,413.

    13F-HR/A 0001398344-25-012057 filed by Nicholas Hoffman & Company, 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/A 22,527 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,498,468.

    13F-HR/A 0001398344-25-012054 filed by Nicholas Hoffman & Company, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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