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Disclosery

Bruce G. Allen Investments, LLC: SCHW position timeline

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

Bruce G. Allen Investments, LLC held 1,784 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,784 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $164,610.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, 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 1,786 shares
    Change vs previous 13F -205 shares

    0.11% of the 13F portfolio, value $167,848.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, 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 1,991 shares
    Change vs previous 13F -133 shares

    0.13% of the 13F portfolio, value $198,921.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,124 shares
    Change vs previous 13F -219 shares

    0.15% of the 13F portfolio, value $202,778.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,343 shares
    Change vs previous 13F -841 shares

    0.16% of the 13F portfolio, value $213,775.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, LLC
    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 3,184 shares
    Change vs previous 13F +277 shares

    0.2% of the 13F portfolio, value $249,244.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, LLC
    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 2,907 shares
    Change vs previous 13F -103 shares

    0.17% of the 13F portfolio, value $215,147.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, LLC
    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 3,010 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $195,078.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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