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Five Oceans Advisors: SCHW position timeline

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

Five Oceans Advisors held 2,556 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,556 shares
    Change vs previous 13F -9 shares

    0.08% of the 13F portfolio, value $235,842.

    13F-HR 0001876326-26-000003 filed by Five Oceans Advisors
    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 2,565 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $241,059.

    13F-HR 0001876326-26-000002 filed by Five Oceans Advisors
    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 2,571 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $256,869.

    13F-HR 0001876326-26-000001 filed by Five Oceans Advisors
    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 2,560 shares
    Change vs previous 13F -145 shares

    0.09% of the 13F portfolio, value $244,403.

    13F-HR 0001876326-25-000005 filed by Five Oceans Advisors
    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 2,705 shares
    Change vs previous 13F +25 shares

    0.11% of the 13F portfolio, value $246,804.

    13F-HR 0001876326-25-000004 filed by Five Oceans Advisors
    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 2,680 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $209,790.

    13F-HR 0001876326-25-000002 filed by Five Oceans Advisors
    Filed (acceptance time not in the bulk data set), ingested

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