Skip to content
Disclosery

Orcam Financial Group: SCHB position timeline

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

Orcam Financial Group held 309,050 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 309,050 shares
    Change vs previous 13F -1,993 shares

    4.37% of the 13F portfolio, value $8,950,075.

    13F-HR 0001905367-26-000003 filed by Orcam Financial Group
    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 311,043 shares
    Change vs previous 13F -15,432 shares

    5.54% of the 13F portfolio, value $7,807,182.

    13F-HR 0001905367-26-000002 filed by Orcam Financial Group
    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 326,475 shares
    Change vs previous 13F +104 shares

    6.42% of the 13F portfolio, value $8,563,438.

    13F-HR 0001905367-26-000001 filed by Orcam Financial Group
    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 326,371 shares
    Change vs previous 13F -530 shares

    6.78% of the 13F portfolio, value $8,390,994.

    13F-HR 0001905367-25-000005 filed by Orcam Financial Group
    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 326,901 shares
    Change vs previous 13F +899 shares

    6.77% of the 13F portfolio, value $7,790,039.

    13F-HR 0001905367-25-000003 filed by Orcam Financial Group
    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 326,002 shares
    Change vs previous 13F -2,908 shares

    6.57% of the 13F portfolio, value $7,018,824.

    13F-HR 0001905367-25-000002 filed by Orcam Financial Group
    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 328,910 shares
    Change vs previous 13F +218,725 shares

    7.22% of the 13F portfolio, value $7,466,253.

    13F-HR 0001905367-25-000001 filed by Orcam Financial Group
    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 110,185 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $7,329,486.

    13F-HR 0001905367-24-000005 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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