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Disclosery

DLK Investment Management, LLC: SCHW position timeline

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

DLK Investment Management, LLC held 55,434 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,434 shares
    Change vs previous 13F -1,752 shares

    1.97% of the 13F portfolio, value $5,418,100.

    13F-HR 0001085146-26-000844 filed by DLK Investment Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,186 shares
    Change vs previous 13F +972 shares

    1.79% of the 13F portfolio, value $4,214,015.

    13F-HR 0002016793-26-000003 filed by DLK Investment 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 ended2026-03-31
    13F 56,214 shares
    Change vs previous 13F -878 shares

    2.09% of the 13F portfolio, value $5,283,031.

    13F-HR 0002016793-26-000002 filed by DLK Investment 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 ended2025-12-31
    13F 57,092 shares
    Change vs previous 13F -95 shares

    2.12% of the 13F portfolio, value $5,704,084.

    13F-HR 0002016793-26-000001 filed by DLK Investment 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 ended2025-09-30
    13F 57,187 shares
    Change vs previous 13F -1,732 shares

    2.06% of the 13F portfolio, value $5,459,646.

    13F-HR 0001085146-25-005924 filed by DLK Investment 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 ended2025-06-30
    13F 58,919 shares
    Change vs previous 13F -202 shares

    2.03% of the 13F portfolio, value $5,375,754.

    13F-HR 0001085146-25-003694 filed by DLK Investment 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 ended2025-03-31
    13F 59,121 shares
    Change vs previous 13F +452 shares

    1.94% of the 13F portfolio, value $4,627,962.

    13F-HR 0001085146-25-002293 filed by DLK Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 58,669 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $4,342,120.

    13F-HR 0001085146-25-000280 filed by DLK Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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