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Disclosery

S.A. Mason LLC: SCHB position timeline

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

S.A. Mason LLC held 66,870 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,870 shares
    Change vs previous 13F +25 shares

    0.59% of the 13F portfolio, value $1,936,555.

    13F-HR 0001800911-26-000003 filed by S.A. Mason 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 66,845 shares
    Change vs previous 13F -285 shares

    0.63% of the 13F portfolio, value $1,677,810.

    13F-HR 0001800911-26-000002 filed by S.A. Mason 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 67,130 shares
    Change vs previous 13F +365 shares

    0.7% of the 13F portfolio, value $1,760,820.

    13F-HR 0001800911-26-000001 filed by S.A. Mason 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 66,765 shares
    Change vs previous 13F +65 shares

    0.76% of the 13F portfolio, value $1,716,528.

    13F-HR 0001800911-25-000005 filed by S.A. Mason 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 66,700 shares
    Change vs previous 13F +25 shares

    0.77% of the 13F portfolio, value $1,589,461.

    13F-HR 0001800911-25-000003 filed by S.A. Mason 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 66,675 shares
    Change vs previous 13F -2,875 shares

    0.76% of the 13F portfolio, value $1,435,513.

    13F-HR 0001800911-25-000002 filed by S.A. Mason 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 69,550 shares
    Change vs previous 13F +46,375 shares

    0.83% of the 13F portfolio, value $1,578,785.

    13F-HR 0001800911-25-000001 filed by S.A. Mason 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 23,175 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,541,601.

    13F-HR 0001800911-24-000005 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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