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Disclosery

Graypoint LLC: SCHW position timeline

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

Graypoint LLC held 10,260 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 10,260 shares
    Change vs previous 13F -10 shares

    0.05% of the 13F portfolio, value $936,135.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 10,270 shares
    Change vs previous 13F +991 shares

    0.05% of the 13F portfolio, value $803,947.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,279 shares
    Change vs previous 13F +451 shares

    0.04% of the 13F portfolio, value $686,749.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,828 shares
    Change vs previous 13F +670 shares

    0.04% of the 13F portfolio, value $572,152.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 8,158 shares
    Change vs previous 13F -37 shares

    0.04% of the 13F portfolio, value $601,173.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 8,195 shares
    Change vs previous 13F -51 shares

    0.04% of the 13F portfolio, value $592,819.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 8,246 shares
    Change vs previous 13F +1,959 shares

    0.05% of the 13F portfolio, value $567,356.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 6,287 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $345,156.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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