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Disclosery

ATWOOD & PALMER INC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATWOOD & PALMER INC on SCHW, newest first. How the timeline and the estimate are built.

ATWOOD & PALMER INC held 4,535 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,535 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $443,286.

    13F-HR 0001044929-26-000006 filed by ATWOOD & PALMER INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,529 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $417,924.

    13F-HR 0001044929-26-000004 filed by ATWOOD & PALMER INC
    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 4,554 shares
    Change vs previous 13F +2,542 shares

    0.02% of the 13F portfolio, value $428,003.

    13F-HR 0001044929-26-000003 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,012 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $200,972.

    13F-HR 0001044929-26-000002 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,006 shares
    Change vs previous 13F -307 shares

    0.01% of the 13F portfolio, value $191,479.

    13F-HR 0001044929-25-000008 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,313 shares
    Change vs previous 13F +2,000 shares

    0.01% of the 13F portfolio, value $211,039.

    13F-HR 0001044929-25-000006 filed by ATWOOD & PALMER INC
    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 313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,502.

    13F-HR 0001044929-25-000005 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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