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Disclosery

Ridgewood Investments LLC: SCHB position timeline

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

Ridgewood Investments LLC held 116,090 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 116,090 shares
    Change vs previous 13F -599 shares

    1.25% of the 13F portfolio, value $3,402,593.

    13F-HR 0001703556-26-000010 filed by Ridgewood Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 116,689 shares
    Change vs previous 13F +1,874 shares

    1.26% of the 13F portfolio, value $3,379,309.

    13F-HR 0001703556-26-000007 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 114,815 shares
    Change vs previous 13F +19,913 shares

    1.18% of the 13F portfolio, value $2,881,857.

    13F-HR 0001703556-26-000004 filed by Ridgewood Investments 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 94,902 shares
    Change vs previous 13F +20,821 shares

    1.03% of the 13F portfolio, value $2,439,937.

    13F-HR 0001703556-25-000010 filed by Ridgewood Investments 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 74,081 shares
    Change vs previous 13F +25,370 shares

    0.76% of the 13F portfolio, value $1,765,350.

    13F-HR 0001703556-25-000005 filed by Ridgewood Investments 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 48,711 shares
    Change vs previous 13F +23,227 shares

    0.49% of the 13F portfolio, value $1,048,738.

    13F-HR 0001703556-25-000003 filed by Ridgewood Investments 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 25,484 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $578,477.

    13F-HR 0001703556-25-000002 filed by Ridgewood Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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