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Disclosery

BANK OF THE WEST: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF THE WEST on SCHW, newest first. How the timeline and the estimate are built.

BANK OF THE WEST held 5,757 SCHW shares at 2022-12-31 per its 13F-HR filed 2023-02-01.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 5,757 shares
    Change vs previous 13F -74 shares

    0.06% of the 13F portfolio, value $479,327.

    13F-HR 0000059951-23-000004 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 5,831 shares
    Change vs previous 13F -156 shares

    0.05% of the 13F portfolio, value $419,000.

    13F-HR 0000059951-22-000014 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 5,987 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $379,000.

    13F-HR 0000059951-22-000010 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 6,017 shares
    Change vs previous 13F -437 shares

    0.05% of the 13F portfolio, value $507,000.

    13F-HR 0000059951-22-000006 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 6,454 shares
    Change vs previous 13F -173 shares

    0.05% of the 13F portfolio, value $543,000.

    13F-HR 0000059951-22-000001 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 6,627 shares
    Change vs previous 13F -3,539 shares

    0.05% of the 13F portfolio, value $483,000.

    13F-HR 0000059951-21-000008 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 10,166 shares
    Change vs previous 13F -853 shares

    0.08% of the 13F portfolio, value $741,000.

    13F-HR 0000059951-21-000006 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 11,019 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $718,000.

    13F-HR 0000059951-21-000004 filed by BANK OF THE WEST
    Filed (acceptance time not in the bulk data set), ingested

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