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Disclosery

Western Pacific Wealth Management, LP: SCHB position timeline

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

Western Pacific Wealth Management, LP held 1,593 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 1,593 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $46,137.

    13F-HR 0001104659-26-092621 filed by Western Pacific Wealth Management, LP
    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 1,589 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $39,883.

    13F-HR 0001104659-26-044774 filed by Western Pacific Wealth Management, LP
    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 1,584 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $41,561.

    13F-HR 0001104659-26-010210 filed by Western Pacific Wealth Management, LP
    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 1,580 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $40,610.

    13F-HR 0001104659-25-101147 filed by Western Pacific Wealth Management, LP
    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 1,575 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $37,532.

    13F-HR 0001104659-25-066955 filed by Western Pacific Wealth Management, LP
    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 1,570 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $33,809.

    13F-HR 0001104659-25-035904 filed by Western Pacific Wealth Management, LP
    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 1,566 shares
    Change vs previous 13F +1,046 shares

    0.03% of the 13F portfolio, value $35,537.

    13F-HR 0001104659-25-005890 filed by Western Pacific Wealth Management, LP
    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 520 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,592.

    13F-HR 0001104659-24-113036 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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