Skip to content
Disclosery

Bridgecreek Investment Management, LLC: SCHW position timeline

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

Bridgecreek Investment Management, LLC held 55,025 SCHW shares at 2023-12-31 per its 13F-HR filed 2024-02-13.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 55,025 shares
    Change vs previous 13F -750 shares

    0.73% of the 13F portfolio, value $3,785,720.

    13F-HR 0001172661-24-000759 filed by Bridgecreek Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 55,775 shares
    Change vs previous 13F -4,700 shares

    0.63% of the 13F portfolio, value $3,062,048.

    13F-HR 0001172661-23-003515 filed by Bridgecreek Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 60,475 shares
    Change vs previous 13F +9,000 shares

    0.66% of the 13F portfolio, value $3,427,723.

    13F-HR 0001172661-23-002729 filed by Bridgecreek Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 51,475 shares
    Change vs previous 13F -2,125 shares

    0.56% of the 13F portfolio, value $2,696,261.

    13F-HR 0001172661-23-002042 filed by Bridgecreek Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 53,600 shares
    Change vs previous 13F +650 shares

    1% of the 13F portfolio, value $4,462,736.

    13F-HR 0001172661-23-001192 filed by Bridgecreek Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 52,950 shares
    Change vs previous 13F +1,635 shares

    0.81% of the 13F portfolio, value $3,806,000.

    13F-HR 0001606587-22-002159 filed by Bridgecreek Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 51,315 shares
    Change vs previous 13F +2,125 shares

    0.67% of the 13F portfolio, value $3,242,000.

    13F-HR 0001606587-22-001737 filed by Bridgecreek Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 49,190 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,147,000.

    13F-HR 0001606587-22-001116 filed by Bridgecreek Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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