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Disclosery

Stonekeep Investments, LLC: SCHB position timeline

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

Stonekeep Investments, LLC held 945,015 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 945,015 shares
    Change vs previous 13F +29,705 shares

    15.93% of the 13F portfolio, value $27,368,000.

    13F-HR 0002032486-26-000005 filed by Stonekeep Investments, 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 915,310 shares
    Change vs previous 13F +31,144 shares

    14.89% of the 13F portfolio, value $22,974,281.

    13F-HR 0002032486-26-000003 filed by Stonekeep Investments, 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/A 884,166 shares
    Change vs previous 13F +471 shares

    14.83% of the 13F portfolio, value $23,192,000.

    13F-HR/A 0002032486-26-000002 filed by Stonekeep Investments, 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 883,695 shares
    Change vs previous 13F +21,565 shares

    14.4% of the 13F portfolio, value $22,719,787.

    13F-HR 0002032486-25-000009 filed by Stonekeep Investments, 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 862,130 shares
    Change vs previous 13F +3,615 shares

    13.83% of the 13F portfolio, value $20,544,559.

    13F-HR 0002032486-25-000008 filed by Stonekeep Investments, 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 858,515 shares
    Change vs previous 13F +64,125 shares

    13.63% of the 13F portfolio, value $18,483,836.

    13F-HR 0002032486-25-000006 filed by Stonekeep Investments, 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 794,390 shares
    Change vs previous 13F +526,232 shares

    13.43% of the 13F portfolio, value $18,032,653.

    13F-HR 0002032486-25-000001 filed by Stonekeep Investments, 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 268,158 shares
    Change vs previous 13F not available

    13.77% of the 13F portfolio, value $17,837,867.

    13F-HR 0002032486-24-000005 filed by Stonekeep Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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