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WBI INVESTMENTS, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBI INVESTMENTS, LLC on SCHW, newest first. How the timeline and the estimate are built.

WBI INVESTMENTS, LLC held 13,743 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,743 shares
    Change vs previous 13F +10,664 shares

    0.31% of the 13F portfolio, value $1,268,036.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
    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 3,079 shares
    Change vs previous 13F +78 shares

    0.08% of the 13F portfolio, value $289,364.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 3,079 shares
    • MILLINGTON SECURITIES, LLC: 3,079 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 3,001 shares
    Change vs previous 13F -7,941 shares

    0.08% of the 13F portfolio, value $299,830.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,942 shares
    Change vs previous 13F -6,195 shares

    0.27% of the 13F portfolio, value $1,044,630.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 17,137 shares
    Change vs previous 13F +11,725 shares

    0.41% of the 13F portfolio, value $1,563,616.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,412 shares
    Change vs previous 13F +868 shares

    0.11% of the 13F portfolio, value $423,656.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    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 4,544 shares
    Change vs previous 13F -9,643 shares

    0.08% of the 13F portfolio, value $336,301.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,187 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $919,459.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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