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Peachtree Investment Partners, LLC: SCHB position timeline

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

Peachtree Investment Partners, LLC held 105,452 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,452 shares
    Change vs previous 13F -10,185 shares

    0.98% of the 13F portfolio, value $3,053,899.

    13F-HR 0001398344-26-013705 filed by Peachtree Investment Partners, 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 115,637 shares
    Change vs previous 13F +39,696 shares

    1.11% of the 13F portfolio, value $2,902,500.

    13F-HR 0001398344-26-008727 filed by Peachtree Investment Partners, 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 75,941 shares
    Change vs previous 13F +3,103 shares

    0.66% of the 13F portfolio, value $1,991,944.

    13F-HR 0001398344-26-002709 filed by Peachtree Investment Partners, 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 72,838 shares
    Change vs previous 13F -132 shares

    0.65% of the 13F portfolio, value $1,872,663.

    13F-HR 0001398344-25-020071 filed by Peachtree Investment Partners, 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 72,970 shares
    Change vs previous 13F +3,466 shares

    0.66% of the 13F portfolio, value $1,738,874.

    13F-HR 0001398344-25-015011 filed by Peachtree Investment Partners, 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 69,504 shares
    Change vs previous 13F +5,503 shares

    0.59% of the 13F portfolio, value $1,496,418.

    13F-HR 0001398344-25-009159 filed by Peachtree Investment Partners, 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 64,001 shares
    Change vs previous 13F +42,833 shares

    0.54% of the 13F portfolio, value $1,452,829.

    13F-HR 0001398344-25-002616 filed by Peachtree Investment Partners, 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 21,168 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,408,063.

    13F-HR 0001398344-24-020421 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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