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DFPG INVESTMENTS, LLC: SCHW position timeline

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

DFPG INVESTMENTS, LLC held 194,056 SCHW shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 194,056 shares
    Change vs previous 13F +19,447 shares

    1.02% of the 13F portfolio, value $13,011,435.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 174,609 shares
    Change vs previous 13F +9,590 shares

    0.88% of the 13F portfolio, value $9,456,845.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 165,019 shares
    Change vs previous 13F +78,447 shares

    0.98% of the 13F portfolio, value $10,897,887.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 86,572 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,534,621.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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