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Twelve Points Wealth Management LLC: SCHB position timeline

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

Twelve Points Wealth Management LLC held 38,675 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,675 shares
    Change vs previous 13F -2,975 shares

    0.22% of the 13F portfolio, value $1,120,014.

    13F-HR 0001877090-26-000005 filed by Twelve Points 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 41,650 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,045,403.

    13F-HR 0001877090-26-000003 filed by Twelve Points 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 41,650 shares
    Change vs previous 13F -1,068 shares

    0.25% of the 13F portfolio, value $1,115,791.

    13F-HR 0001877090-26-000001 filed by Twelve Points 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 42,718 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,098,268.

    13F-HR 0001877090-25-000008 filed by Twelve Points 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 42,718 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,017,959.

    13F-HR 0001877090-25-000004 filed by Twelve Points 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 42,718 shares
    Change vs previous 13F -2,586 shares

    0.25% of the 13F portfolio, value $919,708.

    13F-HR 0001877090-25-000003 filed by Twelve Points 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 45,304 shares
    Change vs previous 13F +29,787 shares

    0.3% of the 13F portfolio, value $1,028,390.

    13F-HR 0001877090-25-000002 filed by Twelve Points 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 15,517 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,032,159.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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