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Disclosery

WFA of San Diego, LLC: SCHB position timeline

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

WFA of San Diego, LLC held 66,345 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,345 shares
    Change vs previous 13F -3,297 shares

    1.63% of the 13F portfolio, value $1,996,321.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 69,642 shares
    Change vs previous 13F -4,464 shares

    1.4% of the 13F portfolio, value $1,748,014.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 74,106 shares
    Change vs previous 13F -2,244 shares

    1.42% of the 13F portfolio, value $1,943,800.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 76,350 shares
    Change vs previous 13F -593 shares

    1.34% of the 13F portfolio, value $1,962,959.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 76,943 shares
    Change vs previous 13F +44,683 shares

    1.35% of the 13F portfolio, value $1,833,552.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 32,260 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,145,936.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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