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Disclosery

Dempze Nancy E: SCHW position timeline

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

Dempze Nancy E held 29,447 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,447 shares
    Change vs previous 13F +3,804 shares

    1.3% of the 13F portfolio, value $2,717,075.

    13F-HR 0001592614-26-000005 filed by Dempze Nancy E
    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 25,643 shares
    Change vs previous 13F +5,382 shares

    1.32% of the 13F portfolio, value $2,409,929.

    13F-HR 0001592614-26-000004 filed by Dempze Nancy E
    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 20,261 shares
    Change vs previous 13F +8,919 shares

    1.05% of the 13F portfolio, value $2,024,277.

    13F-HR 0001592614-26-000001 filed by Dempze Nancy E
    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 11,342 shares
    Change vs previous 13F +3,887 shares

    0.59% of the 13F portfolio, value $1,082,820.

    13F-HR 0001592614-25-000004 filed by Dempze Nancy E
    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 7,455 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $680,195.

    13F-HR 0001314376-25-000006 filed by Dempze Nancy E
    Filed (acceptance time not in the bulk data set), ingested

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