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Disclosery

Pullen Investment Management, LLC: SCHB position timeline

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

Pullen Investment Management, LLC held 174,828 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,828 shares
    Change vs previous 13F -415 shares

    2.34% of the 13F portfolio, value $5,063,019.

    13F-HR 0002011668-26-000003 filed by Pullen Investment Management, 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 175,243 shares
    Change vs previous 13F 0 shares

    2.21% of the 13F portfolio, value $4,398,599.

    13F-HR 0002011668-26-000002 filed by Pullen Investment Management, 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 175,243 shares
    Change vs previous 13F -26,279 shares

    2.42% of the 13F portfolio, value $4,596,624.

    13F-HR 0002011668-26-000001 filed by Pullen Investment Management, 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 201,522 shares
    Change vs previous 13F +2 shares

    2.81% of the 13F portfolio, value $5,181,135.

    13F-HR 0002011668-25-000005 filed by Pullen Investment Management, 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 201,520 shares
    Change vs previous 13F -28,429 shares

    2.89% of the 13F portfolio, value $4,802,226.

    13F-HR 0002011668-25-000003 filed by Pullen Investment Management, 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 229,949 shares
    Change vs previous 13F -1,072 shares

    3.13% of the 13F portfolio, value $4,950,805.

    13F-HR 0002011668-25-000002 filed by Pullen Investment Management, 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 231,021 shares
    Change vs previous 13F +154,014 shares

    3.41% of the 13F portfolio, value $5,244,178.

    13F-HR 0002011668-25-000001 filed by Pullen Investment Management, 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 77,007 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $5,122,484.

    13F-HR 0002011668-24-000004 filed by Pullen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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