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Gryphon Financial Partners LLC: SCHW position timeline

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

Gryphon Financial Partners LLC held 6,718 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,718 shares
    Change vs previous 13F -413 shares

    0.05% of the 13F portfolio, value $619,833.

    13F-HR 0001765380-26-000272 filed by Gryphon Financial Partners 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 7,131 shares
    Change vs previous 13F +1,463 shares

    0.07% of the 13F portfolio, value $670,194.

    13F-HR 0001765380-26-000176 filed by Gryphon Financial 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 ended2025-12-31
    13F 5,668 shares
    Change vs previous 13F -160 shares

    0.06% of the 13F portfolio, value $566,287.

    13F-HR 0001729094-26-000001 filed by Gryphon Financial 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 ended2025-09-30
    13F 5,828 shares
    Change vs previous 13F +660 shares

    0.06% of the 13F portfolio, value $556,385.

    13F-HR 0001729094-25-000003 filed by Gryphon Financial 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 ended2025-06-30
    13F 5,168 shares
    Change vs previous 13F +923 shares

    0.06% of the 13F portfolio, value $471,507.

    13F-HR 0001765380-25-000313 filed by Gryphon Financial 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 ended2025-03-31
    13F 4,245 shares
    Change vs previous 13F +940 shares

    0.05% of the 13F portfolio, value $332,267.

    13F-HR 0001765380-25-000214 filed by Gryphon Financial 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 ended2024-12-31
    13F 3,305 shares
    Change vs previous 13F -1,303 shares

    0.04% of the 13F portfolio, value $244,624.

    13F-HR 0001765380-25-000050 filed by Gryphon Financial 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 ended2024-09-30
    13F 4,608 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $298,650.

    13F-HR 0001765380-24-000413 filed by Gryphon Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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