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Disclosery

SRH ADVISORS, LLC: SCHB position timeline

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

SRH ADVISORS, LLC held 392,383 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 392,383 shares
    Change vs previous 13F -2,594 shares

    2.9% of the 13F portfolio, value $11,363,404.

    13F-HR 0001512779-26-000007 filed by SRH ADVISORS, 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 394,977 shares
    Change vs previous 13F -526 shares

    2.84% of the 13F portfolio, value $9,913,931.

    13F-HR 0001512779-26-000005 filed by SRH 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 ended2025-12-31
    13F 395,503 shares
    Change vs previous 13F +7,622 shares

    2.99% of the 13F portfolio, value $10,374,039.

    13F-HR 0001512779-26-000002 filed by SRH 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 ended2025-09-30
    13F 387,881 shares
    Change vs previous 13F +81 shares

    2.91% of the 13F portfolio, value $9,972,432.

    13F-HR 0001512779-25-000012 filed by SRH ADVISORS, 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 387,800 shares
    Change vs previous 13F +16 shares

    2.81% of the 13F portfolio, value $9,241,285.

    13F-HR 0001512779-25-000009 filed by SRH ADVISORS, 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 387,784 shares
    Change vs previous 13F +6,294 shares

    2.58% of the 13F portfolio, value $8,348,982.

    13F-HR 0001512779-25-000006 filed by SRH ADVISORS, 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 381,490 shares
    Change vs previous 13F +255,708 shares

    2.57% of the 13F portfolio, value $8,659,829.

    13F-HR 0001512779-25-000003 filed by SRH ADVISORS, 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 125,782 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $8,367,039.

    13F-HR 0001512779-24-000010 filed by SRH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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