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Prime Capital Investment Advisors, LLC: SCHB position timeline

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

Prime Capital Investment Advisors, LLC held 392,740 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 392,740 shares
    Change vs previous 13F -1,650 shares

    0.11% of the 13F portfolio, value $11,373,744.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment 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 ended2026-03-31
    13F 394,390 shares
    Change vs previous 13F -11,783 shares

    0.11% of the 13F portfolio, value $9,899,186.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment 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 ended2025-12-31
    13F 406,173 shares
    Change vs previous 13F -6,490 shares

    0.13% of the 13F portfolio, value $10,653,910.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment 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 ended2025-09-30
    13F 412,663 shares
    Change vs previous 13F -1,185 shares

    0.13% of the 13F portfolio, value $10,609,563.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment 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 ended2025-06-30
    13F 413,848 shares
    Change vs previous 13F -11,481 shares

    0.13% of the 13F portfolio, value $9,862,010.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, 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 425,329 shares
    Change vs previous 13F +3,797 shares

    0.11% of the 13F portfolio, value $9,157,336.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, 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 421,532 shares
    Change vs previous 13F +269,519 shares

    0.14% of the 13F portfolio, value $9,568,777.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, 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 152,013 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,111,887.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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