Skip to content
Disclosery

Pegasus Asset Management, Inc.: SCHB position timeline

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

Pegasus Asset Management, Inc. held 1,161,813 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 1,161,813 shares
    Change vs previous 13F +1,173 shares

    9.59% of the 13F portfolio, value $33,646,114.

    13F-HR 0001729049-26-000006 filed by Pegasus Asset Management, Inc.
    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/A 1,160,640 shares
    Change vs previous 13F -6,463 shares

    9.31% of the 13F portfolio, value $29,132,052.

    13F-HR/A 0001729049-26-000005 filed by Pegasus Asset Management, Inc.
    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/A 1,167,103 shares
    Change vs previous 13F +3,375 shares

    9.42% of the 13F portfolio, value $30,613,113.

    13F-HR/A 0001729049-26-000004 filed by Pegasus Asset Management, Inc.
    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/A 1,163,728 shares
    Change vs previous 13F -12,899 shares

    9.6% of the 13F portfolio, value $29,919,446.

    13F-HR/A 0001729049-26-000003 filed by Pegasus Asset Management, Inc.
    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 1,176,627 shares
    Change vs previous 13F -12,684 shares

    9.61% of the 13F portfolio, value $28,039,030.

    13F-HR 0001729049-25-000006 filed by Pegasus Asset Management, Inc.
    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 1,189,311 shares
    Change vs previous 13F -22,325 shares

    10.25% of the 13F portfolio, value $25,605,857.

    13F-HR 0001729049-25-000005 filed by Pegasus Asset Management, Inc.
    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 1,211,636 shares
    Change vs previous 13F +791,417 shares

    10.37% of the 13F portfolio, value $27,504,133.

    13F-HR 0001729049-25-000001 filed by Pegasus Asset Management, Inc.
    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 420,219 shares
    Change vs previous 13F not available

    10.67% of the 13F portfolio, value $27,952,999.

    13F-HR 0001729049-24-000006 filed by Pegasus Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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