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Red Door Wealth Management, LLC: SCHB position timeline

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

Red Door Wealth Management, LLC held 298,651 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,651 shares
    Change vs previous 13F +2,141 shares

    0.79% of the 13F portfolio, value $8,648,938.

    13F-HR 0001172661-26-002598 filed by Red Door Wealth 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 296,510 shares
    Change vs previous 13F +9,423 shares

    0.77% of the 13F portfolio, value $7,442,408.

    13F-HR 0001172661-26-001522 filed by Red Door Wealth 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 287,087 shares
    Change vs previous 13F -336 shares

    0.78% of the 13F portfolio, value $7,530,284.

    13F-HR 0001172661-26-000224 filed by Red Door Wealth 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 287,423 shares
    Change vs previous 13F +42,539 shares

    0.78% of the 13F portfolio, value $7,389,667.

    13F-HR 0001172661-25-004250 filed by Red Door Wealth 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 244,884 shares
    Change vs previous 13F -2,463 shares

    0.7% of the 13F portfolio, value $5,835,580.

    13F-HR 0001172661-25-002661 filed by Red Door Wealth 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 247,347 shares
    Change vs previous 13F +3,542 shares

    0.79% of the 13F portfolio, value $5,325,374.

    13F-HR 0001172661-25-001542 filed by Red Door Wealth 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 243,805 shares
    Change vs previous 13F +162,386 shares

    0.85% of the 13F portfolio, value $5,534,363.

    13F-HR 0001172661-25-000262 filed by Red Door Wealth 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 81,419 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $5,416,021.

    13F-HR 0001172661-24-004270 filed by Red Door Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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