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BINGHAM PRIVATE WEALTH, LLC: SCHW position timeline

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

BINGHAM PRIVATE WEALTH, LLC held 8,015 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,015 shares
    Change vs previous 13F +2,351 shares

    0.51% of the 13F portfolio, value $739,551.

    13F-HR 0001951757-26-001216 filed by BINGHAM PRIVATE WEALTH, 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 5,664 shares
    Change vs previous 13F +395 shares

    0.42% of the 13F portfolio, value $532,306.

    13F-HR 0001951757-26-000793 filed by BINGHAM PRIVATE WEALTH, 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 5,269 shares
    Change vs previous 13F -1,369 shares

    0.45% of the 13F portfolio, value $526,426.

    13F-HR 0001951757-26-000290 filed by BINGHAM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,638 shares
    Change vs previous 13F -324 shares

    0.58% of the 13F portfolio, value $605,651.

    13F-HR 0001951757-25-000943 filed by BINGHAM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,962 shares
    Change vs previous 13F +694 shares

    0.56% of the 13F portfolio, value $544,985.

    13F-HR 0001951757-25-000508 filed by BINGHAM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 6,268 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $463,895.

    13F-HR 0001951757-25-000507 filed by BINGHAM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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