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Eagle Bluffs Wealth Management LLC: SCHW position timeline

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

Eagle Bluffs Wealth Management LLC held 42,958 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,958 shares
    Change vs previous 13F +411 shares

    1.32% of the 13F portfolio, value $3,963,735.

    13F-HR 0001951757-26-001101 filed by Eagle Bluffs Wealth 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 42,547 shares
    Change vs previous 13F +817 shares

    1.56% of the 13F portfolio, value $3,998,567.

    13F-HR 0001951757-26-000726 filed by Eagle Bluffs Wealth 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 41,730 shares
    Change vs previous 13F +1,236 shares

    1.69% of the 13F portfolio, value $4,169,244.

    13F-HR 0001951757-26-000448 filed by Eagle Bluffs Wealth 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 40,494 shares
    Change vs previous 13F +518 shares

    1.67% of the 13F portfolio, value $3,865,962.

    13F-HR 0001951757-25-001284 filed by Eagle Bluffs Wealth 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 39,976 shares
    Change vs previous 13F -101 shares

    1.74% of the 13F portfolio, value $3,647,411.

    13F-HR 0001951757-25-000880 filed by Eagle Bluffs Wealth 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 40,077 shares
    Change vs previous 13F +211 shares

    1.66% of the 13F portfolio, value $3,137,228.

    13F-HR 0001951757-25-000526 filed by Eagle Bluffs Wealth 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 39,866 shares
    Change vs previous 13F +1,058 shares

    1.58% of the 13F portfolio, value $2,950,483.

    13F-HR 0001951757-25-000112 filed by Eagle Bluffs Wealth 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 ended2024-09-30
    13F 38,808 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,515,146.

    13F-HR 0001951757-24-001153 filed by Eagle Bluffs Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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