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Davidson Kahn Capital Management, LLC: SCHW position timeline

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

Davidson Kahn Capital Management, LLC held 8,876 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,876 shares
    Change vs previous 13F -358 shares

    0.35% of the 13F portfolio, value $819,009.

    13F-HR 0001754960-26-000522 filed by Davidson Kahn Capital Management, 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 9,234 shares
    Change vs previous 13F -1,783 shares

    0.46% of the 13F portfolio, value $867,832.

    13F-HR 0001754960-26-000310 filed by Davidson Kahn Capital Management, 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 11,017 shares
    Change vs previous 13F -20 shares

    0.57% of the 13F portfolio, value $1,100,710.

    13F-HR 0001754960-26-000134 filed by Davidson Kahn Capital Management, 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 11,037 shares
    Change vs previous 13F -293 shares

    0.59% of the 13F portfolio, value $1,053,704.

    13F-HR 0001754960-25-000727 filed by Davidson Kahn Capital Management, 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 11,330 shares
    Change vs previous 13F -20 shares

    0.66% of the 13F portfolio, value $1,033,751.

    13F-HR 0001754960-25-000458 filed by Davidson Kahn Capital Management, 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 11,350 shares
    Change vs previous 13F -251 shares

    0.69% of the 13F portfolio, value $888,480.

    13F-HR 0001667731-25-000493 filed by Davidson Kahn Capital Management, 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 11,601 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $858,591.

    13F-HR 0001667731-25-000280 filed by Davidson Kahn Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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