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Disclosery

TFO Wealth Partners, LLC: SCHB position timeline

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

TFO Wealth Partners, LLC held 13,446 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,446 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $389,396.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 13,446 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $337,495.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, 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 13,446 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $352,689.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, 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 13,446 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $345,697.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, 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 13,446 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $320,418.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, 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 13,446 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $289,492.

    13F-HR 0001085146-25-002752 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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