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Disclosery

Regis Management CO LLC: SCHB position timeline

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

Regis Management CO LLC held 158,967 SCHB shares at 2024-06-30 per its 13F-HR filed 2024-08-06.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 158,967 shares
    Change vs previous 13F 0 shares

    3.02% of the 13F portfolio, value $9,994,000.

    13F-HR 0001352776-24-000003 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 158,967 shares
    Change vs previous 13F 0 shares

    2.95% of the 13F portfolio, value $9,705,000.

    13F-HR 0001352776-24-000002 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 158,967 shares
    Change vs previous 13F -2,420 shares

    2.92% of the 13F portfolio, value $8,850,000.

    13F-HR 0001352776-24-000001 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 161,387 shares
    Change vs previous 13F +5,950 shares

    2.75% of the 13F portfolio, value $8,045,000.

    13F-HR 0001352776-23-000004 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 155,437 shares
    Change vs previous 13F -2,920 shares

    2.63% of the 13F portfolio, value $8,036,000.

    13F-HR 0001352776-23-000003 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 158,357 shares
    Change vs previous 13F +16,453 shares

    2.56% of the 13F portfolio, value $7,577,000.

    13F-HR 0001352776-23-000002 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 141,904 shares
    Change vs previous 13F +575 shares

    1.47% of the 13F portfolio, value $6,359,000.

    13F-HR 0001352776-23-000001 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 141,329 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $5,934,000.

    13F-HR 0001352776-22-000005 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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