Skip to content
Disclosery

Drucker Wealth 3.0, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Drucker Wealth 3.0, LLC on SCHW, newest first. How the timeline and the estimate are built.

Drucker Wealth 3.0, LLC held 9,924 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,924 shares
    Change vs previous 13F -1,028 shares

    0.14% of the 13F portfolio, value $915,702.

    13F-HR 0002031642-26-000003 filed by Drucker Wealth 3.0, 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 10,952 shares
    Change vs previous 13F -113 shares

    0.18% of the 13F portfolio, value $1,029,274.

    13F-HR 0002031642-26-000002 filed by Drucker Wealth 3.0, 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 11,065 shares
    Change vs previous 13F -2,305 shares

    0.19% of the 13F portfolio, value $1,105,483.

    13F-HR 0002031642-26-000001 filed by Drucker Wealth 3.0, 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 13,370 shares
    Change vs previous 13F -4,343 shares

    0.23% of the 13F portfolio, value $1,276,407.

    13F-HR 0002031642-25-000007 filed by Drucker Wealth 3.0, 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 17,713 shares
    Change vs previous 13F -10,917 shares

    0.32% of the 13F portfolio, value $1,635,239.

    13F-HR 0002031642-25-000005 filed by Drucker Wealth 3.0, 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 28,630 shares
    Change vs previous 13F -8,895 shares

    0.49% of the 13F portfolio, value $2,241,135.

    13F-HR 0002031642-25-000004 filed by Drucker Wealth 3.0, 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/A 37,525 shares
    Change vs previous 13F -2,592 shares

    0.64% of the 13F portfolio, value $2,777,218.

    13F-HR/A 0002031642-25-000002 filed by Drucker Wealth 3.0, 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 40,117 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,599,975.

    13F-HR 0001835252-24-000004 filed by Drucker Wealth 3.0, LLC
    Filed (acceptance time not in the bulk data set), ingested

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