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Disclosery

GM Advisory Group, LLC: SCHW position timeline

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

GM Advisory Group, LLC held 32,759 SCHW shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 32,759 shares
    Change vs previous 13F +236 shares

    0.12% of the 13F portfolio, value $3,078,691.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 32,523 shares
    Change vs previous 13F -2,561 shares

    0.13% of the 13F portfolio, value $3,249,373.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 35,084 shares
    Change vs previous 13F -692 shares

    0.14% of the 13F portfolio, value $3,349,469.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 35,776 shares
    Change vs previous 13F +3,228 shares

    0.16% of the 13F portfolio, value $3,264,202.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 32,548 shares
    Change vs previous 13F +11,812 shares

    0.14% of the 13F portfolio, value $2,547,857.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,736 shares
    Change vs previous 13F +750 shares

    0.08% of the 13F portfolio, value $1,534,671.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 19,986 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $1,295,293.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 20,386 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,502,244.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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