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GILL CAPITAL PARTNERS, LLC: SCHW position timeline

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

GILL CAPITAL PARTNERS, LLC held 31,720 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,720 shares
    Change vs previous 13F +100 shares

    0.85% of the 13F portfolio, value $3,100,324.

    13F-HR 0000729563-26-000006 filed by GILL CAPITAL PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,620 shares
    Change vs previous 13F -44 shares

    0.77% of the 13F portfolio, value $2,917,538.

    13F-HR 0000729563-26-000004 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 31,664 shares
    Change vs previous 13F -1,999 shares

    0.86% of the 13F portfolio, value $2,975,777.

    13F-HR 0000729563-26-000003 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,663 shares
    Change vs previous 13F -395 shares

    1.02% of the 13F portfolio, value $3,363,303.

    13F-HR 0000729563-26-000001 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,058 shares
    Change vs previous 13F -222 shares

    0.99% of the 13F portfolio, value $3,251,498.

    13F-HR 0000729563-25-000009 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,280 shares
    Change vs previous 13F -4,514 shares

    1.01% of the 13F portfolio, value $3,127,733.

    13F-HR 0000729563-25-000008 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,794 shares
    Change vs previous 13F -2,999 shares

    1.05% of the 13F portfolio, value $3,036,773.

    13F-HR 0000729563-25-000007 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,793 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,093,108.

    13F-HR 0000729563-25-000001 filed by GILL CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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