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Disclosery

Rock Point Advisors, LLC: SCHB position timeline

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

Rock Point Advisors, LLC held 12,243 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,243 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $354,557.

    13F-HR 0001301540-26-000004 filed by Rock Point 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 12,243 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $307,299.

    13F-HR 0001301540-26-000002 filed by Rock Point 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 12,243 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $321,134.

    13F-HR 0001301540-26-000001 filed by Rock Point 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 12,243 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $314,768.

    13F-HR 0001301540-25-000009 filed by Rock Point 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 12,243 shares
    Change vs previous 13F -612 shares

    0.08% of the 13F portfolio, value $291,751.

    13F-HR 0001301540-25-000005 filed by Rock Point 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 12,855 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $276,768.

    13F-HR 0001301540-25-000003 filed by Rock Point 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 12,855 shares
    Change vs previous 13F +5,173 shares

    0.09% of the 13F portfolio, value $291,809.

    13F-HR 0001301540-25-000001 filed by Rock Point 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 7,682 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $511,007.

    13F-HR 0001301540-24-000008 filed by Rock Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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