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Disclosery

Thrive Wealth Management, LLC: SCHB position timeline

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

Thrive Wealth Management, LLC held 135,713 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,713 shares
    Change vs previous 13F +3,807 shares

    0.51% of the 13F portfolio, value $3,930,263.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 131,906 shares
    Change vs previous 13F -11,366 shares

    0.49% of the 13F portfolio, value $3,310,834.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, 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 143,272 shares
    Change vs previous 13F +15,977 shares

    0.55% of the 13F portfolio, value $3,758,022.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, 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 127,295 shares
    Change vs previous 13F +5,985 shares

    0.49% of the 13F portfolio, value $3,272,750.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 121,310 shares
    Change vs previous 13F +17,990 shares

    0.47% of the 13F portfolio, value $2,890,825.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 103,320 shares
    Change vs previous 13F +19,195 shares

    0.43% of the 13F portfolio, value $2,224,469.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, 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 84,125 shares
    Change vs previous 13F +57,395 shares

    0.34% of the 13F portfolio, value $1,909,635.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, 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 26,730 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,778,058.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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