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Disclosery

COURIER CAPITAL LLC: SCHW position timeline

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

COURIER CAPITAL LLC held 41,684 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,684 shares
    Change vs previous 13F +655 shares

    0.19% of the 13F portfolio, value $3,846,214.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 41,029 shares
    Change vs previous 13F -680 shares

    0.22% of the 13F portfolio, value $3,855,902.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 41,709 shares
    Change vs previous 13F -204 shares

    0.23% of the 13F portfolio, value $4,167,107.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 41,913 shares
    Change vs previous 13F -833 shares

    0.23% of the 13F portfolio, value $4,001,463.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 42,746 shares
    Change vs previous 13F -841 shares

    0.24% of the 13F portfolio, value $3,900,145.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 43,587 shares
    Change vs previous 13F -1,521 shares

    0.22% of the 13F portfolio, value $3,411,990.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 45,108 shares
    Change vs previous 13F -497 shares

    0.23% of the 13F portfolio, value $3,338,443.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 45,605 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,955,660.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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