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
- period ended2026-06-3013F 12,494 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,944 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,730 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,050 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,945 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,945 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,395 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,395 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).