Skip to content
Disclosery

BARLOW WEALTH PARTNERS, LLC: SCHW position timeline

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

BARLOW WEALTH PARTNERS, LLC held 248,860 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,860 shares
    Change vs previous 13F +4,867 shares

    2.73% of the 13F portfolio, value $25,309,069.

    13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, 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 243,993 shares
    Change vs previous 13F +238,829 shares

    2.5% of the 13F portfolio, value $22,515,674.

    13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, LLC
    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 5,164 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $517,278.

    13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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