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Disclosery

WealthCollab, LLC: SCHB position timeline

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

WealthCollab, LLC held 151,220 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 151,220 shares
    Change vs previous 13F +24 shares

    1.59% of the 13F portfolio, value $4,379,318.

    13F-HR 0002017870-26-000003 filed by WealthCollab, 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 151,196 shares
    Change vs previous 13F +295 shares

    1.56% of the 13F portfolio, value $3,795,013.

    13F-HR 0002017870-26-000002 filed by WealthCollab, 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 150,901 shares
    Change vs previous 13F -1,316 shares

    1.62% of the 13F portfolio, value $3,958,140.

    13F-HR 0002017870-26-000001 filed by WealthCollab, 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 152,217 shares
    Change vs previous 13F +23 shares

    1.8% of the 13F portfolio, value $3,913,501.

    13F-HR 0002017870-25-000007 filed by WealthCollab, 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 152,194 shares
    Change vs previous 13F -3,096 shares

    2.04% of the 13F portfolio, value $3,626,779.

    13F-HR 0002017870-25-000005 filed by WealthCollab, 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 155,290 shares
    Change vs previous 13F -2,792 shares

    2.07% of the 13F portfolio, value $3,343,398.

    13F-HR 0002017870-25-000004 filed by WealthCollab, 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 158,082 shares
    Change vs previous 13F +104,872 shares

    2.3% of the 13F portfolio, value $3,588,457.

    13F-HR 0002017870-25-000001 filed by WealthCollab, 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 53,210 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $3,539,513.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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