Phil A. Younker & Associates, Ltd.: SCHB position timeline

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

Phil A. Younker & Associates, Ltd. held 926,210 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 926,210 shares
Change vs previous 13F -134,782 shares
18.08% of the 13F portfolio, value $26,823,033.
13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,060,992 shares
Change vs previous 13F -77,402 shares
17.76% of the 13F portfolio, value $26,630,890.
13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,138,394 shares
Change vs previous 13F +67,670 shares
20.82% of the 13F portfolio, value $29,860,086.
13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,070,724 shares
Change vs previous 13F +146,639 shares
21.09% of the 13F portfolio, value $27,528,314.
13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 924,085 shares
Change vs previous 13F -80,051 shares
21.71% of the 13F portfolio, value $22,020,946.
13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,004,136 shares
Change vs previous 13F -78,680 shares
21.28% of the 13F portfolio, value $21,619,048.
13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,082,816 shares
Change vs previous 13F not available
24.57% of the 13F portfolio, value $24,579,923.
13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).