FISHMAN JAY A LTD/MI: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FISHMAN JAY A LTD/MI on SCHW, newest first. How the timeline and the estimate are built.

FISHMAN JAY A LTD/MI held 133,287 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 133,287 shares
Change vs previous 13F +71,167 shares
0.98% of the 13F portfolio, value $12,298,391.
13F-HR 0001006407-26-000007 filed by FISHMAN JAY A LTD/MI
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 62,120 shares
Change vs previous 13F not available
0.52% of the 13F portfolio, value $5,838,038.
13F-HR 0001006407-26-000004 filed by FISHMAN JAY A LTD/MI
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).