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Disclosery

First Dallas Securities Inc.: SCHW position timeline

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

First Dallas Securities Inc. held 9,852 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,852 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $909,006.

    13F-HR 0001378559-26-000005 filed by First Dallas Securities Inc.
    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 9,849 shares
    Change vs previous 13F -1,048 shares

    0.34% of the 13F portfolio, value $925,648.

    13F-HR 0001378559-26-000004 filed by First Dallas Securities Inc.
    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 10,897 shares
    Change vs previous 13F -1,264 shares

    0.41% of the 13F portfolio, value $1,088,757.

    13F-HR 0001378559-26-000001 filed by First Dallas Securities Inc.
    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 12,161 shares
    Change vs previous 13F -2,948 shares

    0.43% of the 13F portfolio, value $1,160,971.

    13F-HR 0001378559-25-000006 filed by First Dallas Securities Inc.
    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 15,109 shares
    Change vs previous 13F -3,308 shares

    0.54% of the 13F portfolio, value $1,378,534.

    13F-HR 0001337263-25-000006 filed by First Dallas Securities Inc.
    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 18,417 shares
    Change vs previous 13F -398 shares

    0.6% of the 13F portfolio, value $1,442,000.

    13F-HR 0001378559-25-000001 filed by First Dallas Securities Inc.
    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 18,815 shares
    Change vs previous 13F +352 shares

    0.57% of the 13F portfolio, value $1,392,000.

    13F-HR 0001337263-25-000002 filed by First Dallas Securities Inc.
    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 18,463 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,196,590.

    13F-HR 0001337263-24-000010 filed by First Dallas Securities Inc.
    Filed (acceptance time not in the bulk data set), ingested

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