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BROWN, LISLE/CUMMINGS, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on SCHW, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 19,642 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,642 shares
    Change vs previous 13F +13 shares

    0.41% of the 13F portfolio, value $1,812,357.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 19,629 shares
    Change vs previous 13F +285 shares

    0.46% of the 13F portfolio, value $1,844,723.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, INC.
    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 19,344 shares
    Change vs previous 13F +225 shares

    0.48% of the 13F portfolio, value $1,932,648.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,119 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,825,280.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,119 shares
    Change vs previous 13F -424 shares

    0.46% of the 13F portfolio, value $1,744,408.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,543 shares
    Change vs previous 13F +2,968 shares

    0.44% of the 13F portfolio, value $1,529,826.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,575 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,226,716.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,575 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,074,226.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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