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World Investment Advisors: SCHB position timeline

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

World Investment Advisors held 70,598 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 70,598 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $1,778,250.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 70,631 shares
    Change vs previous 13F +14,600 shares

    0.03% of the 13F portfolio, value $1,772,837.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 56,031 shares
    Change vs previous 13F +3,512 shares

    0.02% of the 13F portfolio, value $1,469,694.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 52,519 shares
    Change vs previous 13F +730 shares

    0.03% of the 13F portfolio, value $1,350,269.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 51,789 shares
    Change vs previous 13F +764 shares

    0.03% of the 13F portfolio, value $1,234,127.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 51,025 shares
    Change vs previous 13F +312 shares

    0.03% of the 13F portfolio, value $1,098,570.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 50,713 shares
    Change vs previous 13F +34,243 shares

    0.03% of the 13F portfolio, value $1,151,186.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 16,470 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,095,584.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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