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Siligmueller & Norvid Wealth Advisors LLC: SCHB position timeline

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

Siligmueller & Norvid Wealth Advisors LLC held 0 SCHB shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -865,959 shares

    13F-HR 0001754960-25-000760 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 865,959 shares
    Change vs previous 13F +35,768 shares

    8.1% of the 13F portfolio, value $20,860,953.

    13F-HR 0001754960-25-000460 filed by Siligmueller & Norvid Wealth 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 ended2025-03-31
    13F 830,191 shares
    Change vs previous 13F +1,525 shares

    7.56% of the 13F portfolio, value $17,874,113.

    13F-HR 0001754960-25-000220 filed by Siligmueller & Norvid Wealth 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 ended2024-12-31
    13F 828,666 shares
    Change vs previous 13F not available

    8.02% of the 13F portfolio, value $18,810,729.

    13F-HR 0001754960-25-000095 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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