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Disclosery

Shorepoint Capital Partners LLC: SCHB position timeline

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

Shorepoint Capital Partners LLC held 53,664 SCHB shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 53,664 shares
    Change vs previous 13F +1,049 shares

    0.27% of the 13F portfolio, value $1,379,712.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 52,615 shares
    Change vs previous 13F -1,267 shares

    0.26% of the 13F portfolio, value $1,132,806.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 53,882 shares
    Change vs previous 13F +35,896 shares

    0.28% of the 13F portfolio, value $1,223,125.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 17,986 shares
    Change vs previous 13F -746 shares

    0.27% of the 13F portfolio, value $1,196,431.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 18,732 shares
    Change vs previous 13F -718 shares

    0.28% of the 13F portfolio, value $1,177,681.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,450 shares
    Change vs previous 13F +159 shares

    0.29% of the 13F portfolio, value $1,187,423.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 19,291 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,073,930.

    13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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