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Disclosery

Socha Financial Group, LLC: SCHB position timeline

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

Socha Financial Group, LLC held 764,054 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 764,054 shares
    Change vs previous 13F +3,534 shares

    9% of the 13F portfolio, value $22,127,003.

    13F-HR 0001967966-26-000003 filed by Socha Financial Group, 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 760,520 shares
    Change vs previous 13F -39,041 shares

    9.68% of the 13F portfolio, value $19,089,041.

    13F-HR 0001967966-26-000002 filed by Socha Financial Group, 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 799,561 shares
    Change vs previous 13F -109,195 shares

    10.23% of the 13F portfolio, value $20,972,487.

    13F-HR 0001967966-26-000001 filed by Socha Financial Group, 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 908,756 shares
    Change vs previous 13F -22,732 shares

    9.87% of the 13F portfolio, value $23,364,108.

    13F-HR 0001967966-25-000006 filed by Socha Financial Group, 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 931,488 shares
    Change vs previous 13F -2,271,625 shares

    9.88% of the 13F portfolio, value $22,197,348.

    13F-HR 0001967966-25-000004 filed by Socha Financial Group, 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 3,203,113 shares
    Change vs previous 13F +102,133 shares

    33.7% of the 13F portfolio, value $68,963,017.

    13F-HR 0001967966-25-000003 filed by Socha Financial Group, 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 3,100,980 shares
    Change vs previous 13F +2,068,382 shares

    33% of the 13F portfolio, value $70,392,236.

    13F-HR 0001967966-25-000001 filed by Socha Financial Group, 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 1,032,598 shares
    Change vs previous 13F not available

    29.8% of the 13F portfolio, value $68,688,436.

    13F-HR 0001967966-24-000007 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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