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Canandaigua National Trust Co of Florida: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Canandaigua National Trust Co of Florida on SCHW, newest first. How the timeline and the estimate are built.

Canandaigua National Trust Co of Florida held 10,045 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,045 shares
    Change vs previous 13F +879 shares

    0.54% of the 13F portfolio, value $981,798.

    13F-HR 0001471384-26-000003 filed by Canandaigua National Trust Co of Florida
    Accepted , ingested

  2. period ended2026-03-31
    13F 9,166 shares
    Change vs previous 13F -603 shares

    0.69% of the 13F portfolio, value $861,421.

    13F-HR 0001471384-26-000002 filed by Canandaigua National Trust Co of Florida
    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 9,769 shares
    Change vs previous 13F +23 shares

    0.61% of the 13F portfolio, value $976,021.

    13F-HR 0001471384-26-000001 filed by Canandaigua National Trust Co of Florida
    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 9,746 shares
    Change vs previous 13F -615 shares

    0.74% of the 13F portfolio, value $930,451.

    13F-HR 0001471384-25-000005 filed by Canandaigua National Trust Co of Florida
    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 10,361 shares
    Change vs previous 13F -2,481 shares

    0.67% of the 13F portfolio, value $945,338.

    13F-HR 0001471384-25-000004 filed by Canandaigua National Trust Co of Florida
    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 12,842 shares
    Change vs previous 13F -249 shares

    0.89% of the 13F portfolio, value $1,005,272.

    13F-HR 0001471384-25-000003 filed by Canandaigua National Trust Co of Florida
    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 13,091 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $968,865.

    13F-HR 0001471384-25-000001 filed by Canandaigua National Trust Co of Florida
    Filed (acceptance time not in the bulk data set), ingested

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