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Disclosery

Financial Architects, Inc: SCHW position timeline

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

Financial Architects, Inc held 6,130 SCHW shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 6,130 shares
    Change vs previous 13F -195 shares

    0.05% of the 13F portfolio, value $347,467.

    13F-HR 0001085146-23-003194 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 6,325 shares
    Change vs previous 13F +3,452 shares

    0.05% of the 13F portfolio, value $331,304.

    13F-HR 0001085146-23-002307 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 2,873 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $239,206.

    13F-HR 0001085146-23-000691 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 2,873 shares
    Change vs previous 13F +2,873 shares

    0.04% of the 13F portfolio, value $206,000.

    13F-HR 0001085146-22-003981 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -2,841 shares

    13F-HR 0001085146-22-002979 filed by Financial Architects, Inc
    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.

  6. period ended2022-03-31
    13F 2,841 shares
    Change vs previous 13F -62 shares

    0.03% of the 13F portfolio, value $240,000.

    13F-HR 0001085146-22-001737 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 2,903 shares
    Change vs previous 13F -554 shares

    0.03% of the 13F portfolio, value $244,000.

    13F-HR 0001085146-22-000952 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 3,457 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $252,000.

    13F-HR 0001085146-21-003139 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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