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Disclosery

Canopy Partners, LLC: SCHW position timeline

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

Canopy Partners, LLC held 14,651 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,651 shares
    Change vs previous 13F -809 shares

    0.41% of the 13F portfolio, value $1,351,848.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 15,460 shares
    Change vs previous 13F -379 shares

    0.5% of the 13F portfolio, value $1,452,931.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 15,839 shares
    Change vs previous 13F -10 shares

    0.52% of the 13F portfolio, value $1,582,474.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 15,849 shares
    Change vs previous 13F -1,443 shares

    0.51% of the 13F portfolio, value $1,513,104.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 17,292 shares
    Change vs previous 13F +296 shares

    0.58% of the 13F portfolio, value $1,577,722.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 16,996 shares
    Change vs previous 13F +777 shares

    0.52% of the 13F portfolio, value $1,330,447.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 16,219 shares
    Change vs previous 13F +6,615 shares

    0.46% of the 13F portfolio, value $1,200,368.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 9,604 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $622,435.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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