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COOKSON PEIRCE & CO INC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COOKSON PEIRCE & CO INC on SCHW, newest first. How the timeline and the estimate are built.

COOKSON PEIRCE & CO INC held 20,859 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,859 shares
    Change vs previous 13F +1,088 shares

    0.06% of the 13F portfolio, value $1,924,683.

    13F-HR 0001141455-26-000004 filed by COOKSON PEIRCE & CO INC
    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 19,771 shares
    Change vs previous 13F +1,976 shares

    0.08% of the 13F portfolio, value $1,858,102.

    13F-HR 0001141455-26-000003 filed by COOKSON PEIRCE & CO 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 17,795 shares
    Change vs previous 13F +2,471 shares

    0.07% of the 13F portfolio, value $1,777,924.

    13F-HR 0001141455-26-000001 filed by COOKSON PEIRCE & CO 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 15,324 shares
    Change vs previous 13F +62 shares

    0.06% of the 13F portfolio, value $1,463,007.

    13F-HR 0001141455-25-000007 filed by COOKSON PEIRCE & CO 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 15,262 shares
    Change vs previous 13F +3,383 shares

    0.06% of the 13F portfolio, value $1,392,528.

    13F-HR 0001141455-25-000005 filed by COOKSON PEIRCE & CO 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 11,879 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $929,908.

    13F-HR 0001141455-25-000004 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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