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Disclosery

EVERPAR ADVISORS LLC: SCHW position timeline

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

EVERPAR ADVISORS LLC held 4,568 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,568 shares
    Change vs previous 13F +39 shares

    0.12% of the 13F portfolio, value $421,526.

    13F-HR 0001951757-26-000936 filed by EVERPAR ADVISORS 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 4,529 shares
    Change vs previous 13F +804 shares

    0.15% of the 13F portfolio, value $425,673.

    13F-HR 0001951757-26-000658 filed by EVERPAR ADVISORS 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 3,725 shares
    Change vs previous 13F +382 shares

    0.14% of the 13F portfolio, value $372,205.

    13F-HR 0001951757-26-000020 filed by EVERPAR ADVISORS 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 3,343 shares
    Change vs previous 13F +75 shares

    0.13% of the 13F portfolio, value $319,194.

    13F-HR 0001951757-25-001165 filed by EVERPAR ADVISORS 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 3,268 shares
    Change vs previous 13F +251 shares

    0.14% of the 13F portfolio, value $298,172.

    13F-HR 0001951757-25-000581 filed by EVERPAR ADVISORS 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 3,017 shares
    Change vs previous 13F +3,017 shares

    0.13% of the 13F portfolio, value $236,171.

    13F-HR 0001951757-25-000377 filed by EVERPAR ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001951757-24-000980 filed by EVERPAR ADVISORS 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.