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Disclosery

OPTIMA CAPITAL LLC: SCHB position timeline

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

OPTIMA CAPITAL LLC held 104,679 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,679 shares
    Change vs previous 13F +1,629 shares

    1.2% of the 13F portfolio, value $3,031,502.

    13F-HR 0002070972-26-000003 filed by OPTIMA CAPITAL 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 103,050 shares
    Change vs previous 13F +1,899 shares

    1.2% of the 13F portfolio, value $2,586,557.

    13F-HR 0002070972-26-000002 filed by OPTIMA CAPITAL 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 101,151 shares
    Change vs previous 13F +1,808 shares

    1.15% of the 13F portfolio, value $2,653,190.

    13F-HR 0002070972-26-000001 filed by OPTIMA CAPITAL 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 99,343 shares
    Change vs previous 13F +5,451 shares

    1.24% of the 13F portfolio, value $2,554,098.

    13F-HR 0002070972-25-000006 filed by OPTIMA CAPITAL 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 93,892 shares
    Change vs previous 13F +3,902 shares

    1.2% of the 13F portfolio, value $2,237,443.

    13F-HR 0002070972-25-000004 filed by OPTIMA CAPITAL 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 89,990 shares
    Change vs previous 13F -16,555 shares

    1.23% of the 13F portfolio, value $1,937,479.

    13F-HR 0002070972-25-000003 filed by OPTIMA CAPITAL 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 106,545 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $2,418,573.

    13F-HR 0002070972-25-000002 filed by OPTIMA CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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