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GRASSI INVESTMENT MANAGEMENT LLC: SCHW position timeline

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

GRASSI INVESTMENT MANAGEMENT LLC held 24,450 SCHW shares at 2014-03-31 per its 13F-HR filed 2014-04-30.

the latest 13F is the newest step

  1. period ended2014-03-31
    13F 24,450 shares
    Change vs previous 13F -1,099 shares

    0.16% of the 13F portfolio, value $668,000.

    13F-HR 0001348554-14-000002 filed by GRASSI INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2013-12-31
    13F 25,549 shares
    Change vs previous 13F +2,650 shares

    0.16% of the 13F portfolio, value $664,000.

    13F-HR 0001348554-14-000003 filed by GRASSI INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2013-09-30
    13F 22,899 shares
    Change vs previous 13F +150 shares

    0.13% of the 13F portfolio, value $484,000.

    13F-HR 0001348554-14-000004 filed by GRASSI INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2013-06-30
    13F 22,749 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $483,000.

    13F-HR 0001348554-13-000005 filed by GRASSI INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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