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HIGHLINE WEALTH PARTNERS LLC: SCHW position timeline

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

HIGHLINE WEALTH PARTNERS LLC held 895 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 895 shares
    Change vs previous 13F +487 shares

    0.02% of the 13F portfolio, value $82,586.

    13F-HR 0002042654-26-000008 filed by HIGHLINE WEALTH 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 408 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $38,307.

    13F-HR 0002042654-26-000006 filed by HIGHLINE WEALTH 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 367 shares
    Change vs previous 13F -2,833 shares

    0.01% of the 13F portfolio, value $36,618.

    13F-HR 0002042654-26-000001 filed by HIGHLINE WEALTH 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 3,200 shares
    Change vs previous 13F +109 shares

    0.08% of the 13F portfolio, value $305,545.

    13F-HR 0002042654-25-000008 filed by HIGHLINE WEALTH 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 3,091 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $282,055.

    13F-HR 0002042654-25-000006 filed by HIGHLINE WEALTH 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 3,078 shares
    Change vs previous 13F +54 shares

    0.08% of the 13F portfolio, value $240,967.

    13F-HR 0002042654-25-000005 filed by HIGHLINE WEALTH 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 3,024 shares
    Change vs previous 13F -306 shares

    0.07% of the 13F portfolio, value $223,820.

    13F-HR 0002042654-25-000001 filed by HIGHLINE WEALTH 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 3,330 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $215,824.

    13F-HR 0002042654-24-000002 filed by HIGHLINE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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