WBI INVESTMENTS, LLC: SCHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBI INVESTMENTS, LLC on SCHB, newest first. How the timeline and the estimate are built.
WBI INVESTMENTS, LLC held 169,993 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 169,993 sharesChange vs previous 13F -4,478 shares
1.22% of the 13F portfolio, value $4,922,997.
13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 174,471 sharesChange vs previous 13F -15,907 shares
1.21% of the 13F portfolio, value $4,379,222.
13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingested- WBI INVESTMENTS, LLC: 174,471 shares
- MILLINGTON SECURITIES, LLC: 174,471 shares (included in another member's report, not added)
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 190,378 sharesChange vs previous 13F -3,287 shares
1.3% of the 13F portfolio, value $4,993,615.
13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 193,665 sharesChange vs previous 13F -9,512 shares
1.27% of the 13F portfolio, value $4,979,127.
13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 203,177 sharesChange vs previous 13F not available
1.26% of the 13F portfolio, value $4,841,708.
13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).