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Disclosery

Pineridge Advisors LLC: SCHB position timeline

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

Pineridge Advisors LLC held 137,768 SCHB shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 137,768 shares
    Change vs previous 13F -2,523 shares

    1.01% of the 13F portfolio, value $3,542,010.

    13F-HR 0002012421-25-000010 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 140,291 shares
    Change vs previous 13F -195 shares

    1.21% of the 13F portfolio, value $3,343,130.

    13F-HR 0002012421-25-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 140,486 shares
    Change vs previous 13F -7,858 shares

    1.18% of the 13F portfolio, value $3,024,658.

    13F-HR 0002012421-25-000006 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 148,344 shares
    Change vs previous 13F +100,110 shares

    1.27% of the 13F portfolio, value $3,367,404.

    13F-HR 0002012421-25-000001 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 48,234 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,208,499.

    13F-HR 0002012421-24-000007 filed by Pineridge Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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