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SJBENEN ADVISORY, LLC: SCHB position timeline

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

SJBENEN ADVISORY, LLC held 105,153 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,153 shares
    Change vs previous 13F +28,725 shares

    1.8% of the 13F portfolio, value $3,040,505.

    13F-HR 0002085853-26-000975 filed by SJBENEN ADVISORY, 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 76,428 shares
    Change vs previous 13F -28,715 shares

    1.6% of the 13F portfolio, value $1,918,343.

    13F-HR 0002085853-26-000365 filed by SJBENEN ADVISORY, 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 105,143 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $2,757,913.

    13F-HR 0002085853-26-000037 filed by SJBENEN ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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