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Seed Wealth Management, Inc.: SCHB position timeline

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

Seed Wealth Management, Inc. held 192,268 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,268 shares
    Change vs previous 13F 0 shares

    3.52% of the 13F portfolio, value $5,568,081.

    13F-HR 0001963728-26-000004 filed by Seed Wealth Management, Inc.
    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 192,268 shares
    Change vs previous 13F -7,075 shares

    3.32% of the 13F portfolio, value $4,825,927.

    13F-HR 0001963728-26-000002 filed by Seed Wealth Management, Inc.
    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 199,343 shares
    Change vs previous 13F -8,720 shares

    3.61% of the 13F portfolio, value $5,228,767.

    13F-HR 0001963728-26-000001 filed by Seed Wealth Management, Inc.
    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 208,063 shares
    Change vs previous 13F -18,520 shares

    3.69% of the 13F portfolio, value $5,349,300.

    13F-HR 0001963728-25-000002 filed by Seed Wealth Management, Inc.
    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 226,583 shares
    Change vs previous 13F -500 shares

    4.02% of the 13F portfolio, value $5,399,473.

    13F-HR 0001085146-25-003796 filed by Seed Wealth Management, Inc.
    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 227,083 shares
    Change vs previous 13F +17,590 shares

    3.98% of the 13F portfolio, value $4,889,097.

    13F-HR 0001085146-25-002203 filed by Seed Wealth Management, Inc.
    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 209,493 shares
    Change vs previous 13F +139,662 shares

    3.84% of the 13F portfolio, value $4,755,491.

    13F-HR 0001085146-25-000161 filed by Seed Wealth Management, Inc.
    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 69,831 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $4,645,158.

    13F-HR 0001085146-24-005326 filed by Seed Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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