Whitener Capital Management, Inc.: SCHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitener Capital Management, Inc. on SCHB, newest first. How the timeline and the estimate are built.
Whitener Capital Management, Inc. held 173,802 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 173,802 sharesChange vs previous 13F -5,396 shares
1.07% of the 13F portfolio, value $5,033,306.
13F-HR 0000825217-26-000003 filed by Whitener Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 179,198 sharesChange vs previous 13F -14,052 shares
1.03% of the 13F portfolio, value $4,497,870.
13F-HR 0000825217-26-000002 filed by Whitener Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 193,250 sharesChange vs previous 13F -606 shares
1.15% of the 13F portfolio, value $5,068,948.
13F-HR 0000825217-26-000001 filed by Whitener Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 193,856 sharesChange vs previous 13F -5,460 shares
1.19% of the 13F portfolio, value $4,984,038.
13F-HR 0000825217-25-000003 filed by Whitener Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 199,316 sharesChange vs previous 13F -10,843 shares
1.26% of the 13F portfolio, value $4,749,700.
13F-HR 0001085146-25-003780 filed by Whitener Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 210,159 sharesChange vs previous 13F -18,223 shares
1.28% of the 13F portfolio, value $4,524,723.
13F-HR 0001085146-25-002532 filed by Whitener Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 228,382 sharesChange vs previous 13F +146,053 shares
1.45% of the 13F portfolio, value $5,184,271.
13F-HR 0001172661-25-000192 filed by Whitener Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 82,329 sharesChange vs previous 13F not available
1.55% of the 13F portfolio, value $5,476,525.
13F-HR 0001172661-24-004397 filed by Whitener Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).