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Prestige Wealth Management Group LLC: SCHB position timeline

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

Prestige Wealth Management Group LLC held 87,565 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,565 shares
    Change vs previous 13F -482 shares

    0.46% of the 13F portfolio, value $2,535,872.

    13F-HR 0001772715-26-000010 filed by Prestige Wealth Management Group 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 88,047 shares
    Change vs previous 13F -7,129 shares

    0.43% of the 13F portfolio, value $2,209,977.

    13F-HR 0001772715-26-000009 filed by Prestige Wealth Management Group 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 95,176 shares
    Change vs previous 13F -171 shares

    0.48% of the 13F portfolio, value $2,496,458.

    13F-HR 0001772715-26-000001 filed by Prestige Wealth Management Group 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/A 95,347 shares
    Change vs previous 13F -41 shares

    0.47% of the 13F portfolio, value $2,451,371.

    13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management Group 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/A 95,388 shares
    Change vs previous 13F -9,930 shares

    0.46% of the 13F portfolio, value $2,273,102.

    13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management Group 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/A 105,318 shares
    Change vs previous 13F -21,160 shares

    0.48% of the 13F portfolio, value $2,267,499.

    13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management Group 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/A 126,478 shares
    Change vs previous 13F +84,324 shares

    0.6% of the 13F portfolio, value $2,871,055.

    13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management Group 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/A 42,154 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,804,053.

    13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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