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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

  1. period ended2026-06-30
    13F 173,802 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 179,198 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 193,250 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 193,856 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 199,316 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 210,159 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 228,382 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 82,329 shares
    Change 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), ingested

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