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Sanctuary Advisors, LLC: SCHB position timeline

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

Sanctuary Advisors, LLC held 84,283 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,283 shares
    Change vs previous 13F +12,375 shares

    0.01% of the 13F portfolio, value $2,440,849.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 71,908 shares
    Change vs previous 13F +254 shares

    0.01% of the 13F portfolio, value $1,804,902.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 71,654 shares
    Change vs previous 13F -4,336 shares

    0.01% of the 13F portfolio, value $1,879,486.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 75,990 shares
    Change vs previous 13F -394 shares

    0.01% of the 13F portfolio, value $1,953,697.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 76,384 shares
    Change vs previous 13F +48,562 shares

    0.01% of the 13F portfolio, value $1,820,227.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 27,822 shares
    Change vs previous 13F +683 shares

    <0.01% of the 13F portfolio, value $599,010.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 27,139 shares
    Change vs previous 13F -3,800 shares

    <0.01% of the 13F portfolio, value $637,755.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 30,939 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $718,707.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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