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Disclosery

BINGHAM OSBORN & SCARBOROUGH LLC: SCHW position timeline

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

BINGHAM OSBORN & SCARBOROUGH LLC held 0 SCHW shares at 2021-12-31 per its 13F-HR filed 2022-01-05.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F -17,146 shares

    13F-HR 0001172661-22-000019 filed by BINGHAM OSBORN & SCARBOROUGH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-09-30
    13F 17,146 shares
    Change vs previous 13F -1,397 shares

    0.09% of the 13F portfolio, value $1,249,000.

    13F-HR 0001172661-21-002063 filed by BINGHAM OSBORN & SCARBOROUGH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 18,543 shares
    Change vs previous 13F +1,108 shares

    0.1% of the 13F portfolio, value $1,350,000.

    13F-HR 0001172661-21-001575 filed by BINGHAM OSBORN & SCARBOROUGH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 17,435 shares
    Change vs previous 13F -218 shares

    0.09% of the 13F portfolio, value $1,136,000.

    13F-HR 0001172661-21-001052 filed by BINGHAM OSBORN & SCARBOROUGH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 17,653 shares
    Change vs previous 13F -95,904 shares

    0.07% of the 13F portfolio, value $936,000.

    13F-HR 0001172661-21-000327 filed by BINGHAM OSBORN & SCARBOROUGH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 113,557 shares
    Change vs previous 13F -115 shares

    0.31% of the 13F portfolio, value $4,114,000.

    13F-HR 0001172661-20-002057 filed by BINGHAM OSBORN & SCARBOROUGH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 113,672 shares
    Change vs previous 13F -106 shares

    0.31% of the 13F portfolio, value $3,835,000.

    13F-HR 0001172661-20-001582 filed by BINGHAM OSBORN & SCARBOROUGH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 113,778 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,825,000.

    13F-HR 0001172661-20-001128 filed by BINGHAM OSBORN & SCARBOROUGH LLC
    Filed (acceptance time not in the bulk data set), ingested

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