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Successful Portfolios LLC: SCHB position timeline

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

Successful Portfolios LLC held 209,368 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 209,368 shares
    Change vs previous 13F +1,178 shares

    2.88% of the 13F portfolio, value $6,240,282.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 208,190 shares
    Change vs previous 13F -589 shares

    2.84% of the 13F portfolio, value $6,072,520.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 208,779 shares
    Change vs previous 13F -14,095 shares

    2.88% of the 13F portfolio, value $5,220,034.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios 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 222,874 shares
    Change vs previous 13F +10,932 shares

    3.04% of the 13F portfolio, value $5,970,789.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios 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 211,942 shares
    Change vs previous 13F +1,218 shares

    3.18% of the 13F portfolio, value $5,449,035.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios 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 210,724 shares
    Change vs previous 13F -6,893 shares

    3.09% of the 13F portfolio, value $5,021,541.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios 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 217,617 shares
    Change vs previous 13F -1,192 shares

    3.19% of the 13F portfolio, value $4,685,297.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios 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 218,809 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $4,966,974.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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