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Wilkins Miller Wealth Management, LLC: SCHB position timeline

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

Wilkins Miller Wealth Management, LLC held 103,345 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 103,345 shares
    Change vs previous 13F -744 shares

    1.71% of the 13F portfolio, value $3,029,054.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,089 shares
    Change vs previous 13F -305 shares

    1.66% of the 13F portfolio, value $3,014,406.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 104,394 shares
    Change vs previous 13F -11,526 shares

    1.59% of the 13F portfolio, value $2,620,278.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 115,920 shares
    Change vs previous 13F -10,297 shares

    1.81% of the 13F portfolio, value $3,040,599.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 126,217 shares
    Change vs previous 13F +2,403 shares

    2.01% of the 13F portfolio, value $3,245,085.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 123,814 shares
    Change vs previous 13F +7,849 shares

    2.01% of the 13F portfolio, value $2,950,504.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 115,965 shares
    Change vs previous 13F +2,383 shares

    1.88% of the 13F portfolio, value $2,496,754.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 113,582 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $2,578,325.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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