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Disclosery

Wealth Group Ltd: SCHB position timeline

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

Wealth Group Ltd held 98,383 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 98,383 shares
    Change vs previous 13F -4,066 shares

    0.54% of the 13F portfolio, value $2,913,121.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 102,449 shares
    Change vs previous 13F -3,010 shares

    0.57% of the 13F portfolio, value $2,966,923.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 105,459 shares
    Change vs previous 13F -5,595 shares

    0.6% of the 13F portfolio, value $2,647,021.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 111,054 shares
    Change vs previous 13F -9,745 shares

    0.65% of the 13F portfolio, value $2,912,946.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 120,799 shares
    Change vs previous 13F -16,992 shares

    0.72% of the 13F portfolio, value $3,105,736.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 137,791 shares
    Change vs previous 13F -10,201 shares

    0.84% of the 13F portfolio, value $3,283,571.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 147,992 shares
    Change vs previous 13F -335 shares

    0.93% of the 13F portfolio, value $3,186,271.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 148,327 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,367,018.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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