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Freestone Grove Partners LP: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Freestone Grove Partners LP on SCHW, newest first. How the timeline and the estimate are built.

Freestone Grove Partners LP held 1 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1 shares
    Change vs previous 13F -680,817 shares

    <0.01% of the 13F portfolio, value $92.

    13F-HR 0001172661-26-003818 filed by Freestone Grove Partners LP
    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 680,818 shares
    Change vs previous 13F -386,872 shares

    0.46% of the 13F portfolio, value $63,983,276.

    13F-HR 0001172661-26-002396 filed by Freestone Grove Partners LP
    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 1,067,690 shares
    Change vs previous 13F +428,261 shares

    0.77% of the 13F portfolio, value $106,672,908.

    13F-HR 0001172661-26-001210 filed by Freestone Grove Partners LP
    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 639,429 shares
    Change vs previous 13F -472,937 shares

    0.46% of the 13F portfolio, value $61,046,287.

    13F-HR 0001172661-25-005120 filed by Freestone Grove Partners LP
    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 1,112,366 shares
    Change vs previous 13F -444,043 shares

    0.77% of the 13F portfolio, value $101,492,274.

    13F-HR 0001172661-25-003528 filed by Freestone Grove Partners LP
    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 1,556,409 shares
    Change vs previous 13F +1,217,123 shares

    1.26% of the 13F portfolio, value $121,835,697.

    13F-HR 0001172661-25-002408 filed by Freestone Grove Partners LP
    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 339,286 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $25,110,557.

    13F-HR 0001172661-25-001236 filed by Freestone Grove Partners LP
    Filed (acceptance time not in the bulk data set), ingested

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