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GARRISON POINT ADVISORS, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GARRISON POINT ADVISORS, LLC on SCHW, newest first. How the timeline and the estimate are built.

GARRISON POINT ADVISORS, LLC held 6,215 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,215 shares
    Change vs previous 13F -425 shares

    0.23% of the 13F portfolio, value $573,458.

    13F-HR 0001172661-26-002964 filed by GARRISON POINT ADVISORS, LLC
    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 6,640 shares
    Change vs previous 13F -175 shares

    0.28% of the 13F portfolio, value $624,027.

    13F-HR 0001172661-26-001744 filed by GARRISON POINT ADVISORS, LLC
    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 6,815 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $680,887.

    13F-HR 0001172661-26-000788 filed by GARRISON POINT ADVISORS, LLC
    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 6,815 shares
    Change vs previous 13F -40 shares

    0.27% of the 13F portfolio, value $650,628.

    13F-HR 0001172661-25-004378 filed by GARRISON POINT ADVISORS, LLC
    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 6,855 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $625,450.

    13F-HR 0001172661-25-002922 filed by GARRISON POINT ADVISORS, LLC
    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 6,855 shares
    Change vs previous 13F -200 shares

    0.26% of the 13F portfolio, value $536,609.

    13F-HR 0001172661-25-001757 filed by GARRISON POINT ADVISORS, LLC
    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 7,055 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $522,141.

    13F-HR 0001172661-25-000723 filed by GARRISON POINT ADVISORS, LLC
    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 7,055 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $457,235.

    13F-HR 0001172661-24-004338 filed by GARRISON POINT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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