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HAMEL ASSOCIATES, INC.: SCHW position timeline

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

HAMEL ASSOCIATES, INC. held 12,494 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 12,494 shares
    Change vs previous 13F -450 shares

    0.32% of the 13F portfolio, value $1,152,821.

    13F-HR 0001420506-26-001295 filed by HAMEL ASSOCIATES, INC.
    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 12,944 shares
    Change vs previous 13F +214 shares

    0.35% of the 13F portfolio, value $1,216,477.

    13F-HR 0001420506-26-000833 filed by HAMEL ASSOCIATES, INC.
    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 12,730 shares
    Change vs previous 13F -320 shares

    0.38% of the 13F portfolio, value $1,271,854.

    13F-HR 0001420506-26-000284 filed by HAMEL ASSOCIATES, INC.
    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 13,050 shares
    Change vs previous 13F +105 shares

    0.38% of the 13F portfolio, value $1,245,884.

    13F-HR 0001420506-25-003104 filed by HAMEL ASSOCIATES, INC.
    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 12,945 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,181,102.

    13F-HR 0001420506-25-001904 filed by HAMEL ASSOCIATES, INC.
    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 12,945 shares
    Change vs previous 13F -450 shares

    0.34% of the 13F portfolio, value $1,013,335.

    13F-HR 0001420506-25-000892 filed by HAMEL ASSOCIATES, INC.
    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 13,395 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $991,364.

    13F-HR 0001420506-25-000151 filed by HAMEL ASSOCIATES, INC.
    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 13,395 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $868,130.

    13F-HR 0001420506-24-002216 filed by HAMEL ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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