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Spinnaker Investment Group, LLC: SCHB position timeline

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

Spinnaker Investment Group, LLC held 504,020 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 504,020 shares
    Change vs previous 13F -12,642 shares

    2.33% of the 13F portfolio, value $14,772,829.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 516,662 shares
    Change vs previous 13F +31,113 shares

    2.4% of the 13F portfolio, value $14,962,547.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment 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 ended2026-03-31
    13F 485,549 shares
    Change vs previous 13F -48,031 shares

    2.48% of the 13F portfolio, value $12,187,278.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment 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 ended2025-12-31
    13F 533,580 shares
    Change vs previous 13F -12,575 shares

    2.54% of the 13F portfolio, value $13,995,813.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment 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 ended2025-09-30
    13F 546,155 shares
    Change vs previous 13F +26,831 shares

    2.64% of the 13F portfolio, value $14,041,645.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment 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 ended2025-06-30
    13F 519,324 shares
    Change vs previous 13F -51,438 shares

    2.91% of the 13F portfolio, value $12,375,494.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment 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 ended2025-03-31
    13F 570,762 shares
    Change vs previous 13F -4,971 shares

    2.78% of the 13F portfolio, value $12,288,514.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment 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 ended2024-12-31
    13F 575,733 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $13,069,133.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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