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Disclosery

Ergoteles LLC: SCHW position timeline

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

Ergoteles LLC held 0 SCHW shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -21,765 shares

    13F-HR 0001569136-23-000005 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 21,765 shares
    Change vs previous 13F -28,429 shares

    0.06% of the 13F portfolio, value $1,233,640.

    13F-HR 0001569136-23-000004 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 50,194 shares
    Change vs previous 13F +50,194 shares

    0.1% of the 13F portfolio, value $2,629,162.

    13F-HR 0001569136-23-000002 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 0 shares
    Change vs previous 13F -6,320 shares

    13F-HR 0001569136-23-000001 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2022-09-30
    13F 6,320 shares
    Change vs previous 13F -61,694 shares

    0.02% of the 13F portfolio, value $454,000.

    13F-HR 0001569136-22-000007 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 68,014 shares
    Change vs previous 13F +44,479 shares

    0.13% of the 13F portfolio, value $4,297,000.

    13F-HR 0001569136-22-000006 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 23,535 shares
    Change vs previous 13F +18,652 shares

    0.08% of the 13F portfolio, value $1,984,000.

    13F-HR 0001569136-22-000005 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 4,883 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $411,000.

    13F-HR 0001569136-22-000002 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

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