Skip to content
Disclosery

&PARTNERS: SCHB position timeline

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

&PARTNERS held 619,998 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 619,998 shares
    Change vs previous 13F +34,259 shares

    0.07% of the 13F portfolio, value $17,996,140.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 585,739 shares
    Change vs previous 13F +12,439 shares

    0.07% of the 13F portfolio, value $14,740,825.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 573,300 shares
    Change vs previous 13F +483,850 shares

    0.08% of the 13F portfolio, value $15,050,120.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 89,450 shares
    Change vs previous 13F +3,405 shares

    0.01% of the 13F portfolio, value $2,299,763.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 86,045 shares
    Change vs previous 13F -1,237 shares

    0.02% of the 13F portfolio, value $2,082,108.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 87,282 shares
    Change vs previous 13F -27,900 shares

    0.02% of the 13F portfolio, value $1,871,328.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 115,182 shares
    Change vs previous 13F +97,505 shares

    0.03% of the 13F portfolio, value $2,643,416.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 17,677 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,175,872.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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