Skip to content
Disclosery

Unify Financial Advisors: SCHB position timeline

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

Unify Financial Advisors held 195,230 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,230 shares
    Change vs previous 13F -510 shares

    5.22% of the 13F portfolio, value $5,653,869.

    13F-HR 0001420506-26-001261 filed by Unify Financial Advisors
    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 195,740 shares
    Change vs previous 13F -1,622 shares

    5.1% of the 13F portfolio, value $4,913,082.

    13F-HR 0001420506-26-000717 filed by Unify Financial Advisors
    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 197,362 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $5,176,807.

    13F-HR 0001420506-26-000654 filed by Unify Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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