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Disclosery

Westmount Partners, LLC: SCHB position timeline

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

Westmount Partners, LLC held 35,593 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,593 shares
    Change vs previous 13F -933 shares

    0.23% of the 13F portfolio, value $1,030,767.

    13F-HR 0002051491-26-000004 filed by Westmount Partners, 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 36,526 shares
    Change vs previous 13F +3,692 shares

    0.23% of the 13F portfolio, value $916,791.

    13F-HR 0002051491-26-000003 filed by Westmount Partners, 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 32,834 shares
    Change vs previous 13F +32 shares

    0.21% of the 13F portfolio, value $861,248.

    13F-HR 0002051491-26-000001 filed by Westmount Partners, 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 32,802 shares
    Change vs previous 13F -513 shares

    0.22% of the 13F portfolio, value $846,298.

    13F-HR 0002051491-25-000017 filed by Westmount Partners, 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 33,315 shares
    Change vs previous 13F -756 shares

    0.22% of the 13F portfolio, value $793,908.

    13F-HR 0002051491-25-000015 filed by Westmount Partners, 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 34,071 shares
    Change vs previous 13F +96 shares

    0.22% of the 13F portfolio, value $733,549.

    13F-HR 0002051491-25-000013 filed by Westmount Partners, 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 33,975 shares
    Change vs previous 13F +22,676 shares

    0.23% of the 13F portfolio, value $771,223.

    13F-HR 0002051491-25-000002 filed by Westmount Partners, 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 11,299 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $751,640.

    13F-HR 0002051491-25-000001 filed by Westmount Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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