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Disclosery

Wedmont Private Capital: SCHB position timeline

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

Wedmont Private Capital held 540,053 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 540,053 shares
    Change vs previous 13F +18 shares

    0.38% of the 13F portfolio, value $16,055,787.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 540,035 shares
    Change vs previous 13F +20 shares

    0.43% of the 13F portfolio, value $15,758,221.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 540,015 shares
    Change vs previous 13F +37,134 shares

    0.45% of the 13F portfolio, value $14,105,204.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 502,881 shares
    Change vs previous 13F +5,544 shares

    0.46% of the 13F portfolio, value $13,381,676.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 497,337 shares
    Change vs previous 13F -11,806 shares

    0.48% of the 13F portfolio, value $12,841,231.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 509,143 shares
    Change vs previous 13F +16,377 shares

    0.52% of the 13F portfolio, value $12,270,337.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    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 492,766 shares
    Change vs previous 13F +481,712 shares

    0.52% of the 13F portfolio, value $10,091,851.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    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 11,054 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,707.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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