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Disclosery

Elefante Mark B: SCHW position timeline

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

Elefante Mark B held 42,214 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 42,214 shares
    Change vs previous 13F +9,375 shares

    1.68% of the 13F portfolio, value $3,895,086.

    13F-HR 0001661535-26-000003 filed by Elefante Mark B
    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 32,839 shares
    Change vs previous 13F +12,654 shares

    1.7% of the 13F portfolio, value $3,086,209.

    13F-HR 0001661535-26-000002 filed by Elefante Mark B
    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 20,185 shares
    Change vs previous 13F +7,260 shares

    1.24% of the 13F portfolio, value $2,016,683.

    13F-HR 0001661535-26-000001 filed by Elefante Mark B
    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 12,925 shares
    Change vs previous 13F +5,985 shares

    0.79% of the 13F portfolio, value $1,233,949.

    13F-HR 0001661535-25-000004 filed by Elefante Mark B
    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 6,940 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $633,206.

    13F-HR 0001661536-25-000004 filed by Elefante Mark B
    Filed (acceptance time not in the bulk data set), ingested

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