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GREENUP STREET WEALTH MANAGEMENT LLC: SCHW position timeline

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

GREENUP STREET WEALTH MANAGEMENT LLC held 27,091 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,091 shares
    Change vs previous 13F -12,648 shares

    0.3% of the 13F portfolio, value $2,499,731.

    13F-HR 0001909904-26-000005 filed by GREENUP STREET WEALTH 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 ended2026-03-31
    13F 39,739 shares
    Change vs previous 13F -14,976 shares

    0.53% of the 13F portfolio, value $3,734,651.

    13F-HR 0001909904-26-000004 filed by GREENUP STREET WEALTH 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 ended2025-12-31
    13F/A 54,715 shares
    Change vs previous 13F +20,008 shares

    0.79% of the 13F portfolio, value $5,466,614.

    13F-HR/A 0001909904-26-000002 filed by GREENUP STREET WEALTH 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 ended2025-09-30
    13F 34,707 shares
    Change vs previous 13F -12,470 shares

    0.51% of the 13F portfolio, value $3,313,436.

    13F-HR 0001909904-25-000010 filed by GREENUP STREET WEALTH MANAGEMENT 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 47,177 shares
    Change vs previous 13F +150 shares

    0.75% of the 13F portfolio, value $4,304,422.

    13F-HR 0001909904-25-000005 filed by GREENUP STREET WEALTH MANAGEMENT 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 47,027 shares
    Change vs previous 13F +2,223 shares

    0.73% of the 13F portfolio, value $3,681,295.

    13F-HR 0001909904-25-000001 filed by GREENUP STREET WEALTH MANAGEMENT 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 44,804 shares
    Change vs previous 13F +3,946 shares

    0.66% of the 13F portfolio, value $3,315,931.

    13F-HR 0001843867-25-000004 filed by GREENUP STREET WEALTH MANAGEMENT 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 40,858 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,648,019.

    13F-HR 0001843867-24-000006 filed by GREENUP STREET WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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