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Disclosery

Pasadena Private Wealth, LLC: SCHB position timeline

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

Pasadena Private Wealth, LLC held 52,916 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,916 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,532,447.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 52,916 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,328,192.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 52,916 shares
    Change vs previous 13F -383 shares

    0.19% of the 13F portfolio, value $1,387,987.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 53,299 shares
    Change vs previous 13F -1,287 shares

    0.2% of the 13F portfolio, value $1,370,317.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 54,586 shares
    Change vs previous 13F -7,291 shares

    0.22% of the 13F portfolio, value $1,300,784.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 61,877 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,332,213.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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