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Disclosery

Aviso Financial Inc.: SCHW position timeline

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

Aviso Financial Inc. held 4,680 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,680 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $431,823.

    13F-HR 0002033534-26-000006 filed by Aviso Financial Inc.
    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 4,818 shares
    Change vs previous 13F -412 shares

    0.02% of the 13F portfolio, value $452,795.

    13F-HR 0002033534-26-000005 filed by Aviso Financial Inc.
    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 5,230 shares
    Change vs previous 13F -35 shares

    0.02% of the 13F portfolio, value $522,529.

    13F-HR 0002033534-26-000004 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,265 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $502,649.

    13F-HR 0002033534-25-000008 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,765 shares
    Change vs previous 13F +300 shares

    0.02% of the 13F portfolio, value $525,998.

    13F-HR 0002033536-25-000067 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,465 shares
    Change vs previous 13F +1,258 shares

    0.02% of the 13F portfolio, value $427,800.

    13F-HR 0002033536-25-000005 filed by Aviso Financial Inc.
    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 4,207 shares
    Change vs previous 13F -132 shares

    0.02% of the 13F portfolio, value $311,360.

    13F-HR 0002033534-25-000001 filed by Aviso Financial Inc.
    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 4,339 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $281,211.

    13F-HR 0002033534-24-000003 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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