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Disclosery

Horizon Kinetics LLC: SCHW position timeline

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

Horizon Kinetics LLC held 8,798 SCHW shares at 2018-12-31 per its 13F-HR filed 2019-02-14.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 8,798 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $365,000.

    13F-HR 0001519418-19-000005 filed by Horizon Kinetics LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-09-30
    13F 8,852 shares
    Change vs previous 13F +653 shares

    0.01% of the 13F portfolio, value $436,000.

    13F-HR 0001519418-18-000013 filed by Horizon Kinetics LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 8,199 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $419,000.

    13F-HR 0001519418-18-000011 filed by Horizon Kinetics LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-03-31
    13F 8,093 shares
    Change vs previous 13F -653 shares

    0.01% of the 13F portfolio, value $423,000.

    13F-HR 0001519418-18-000009 filed by Horizon Kinetics LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-12-31
    13F 8,746 shares
    Change vs previous 13F -1,510 shares

    0.01% of the 13F portfolio, value $449,000.

    13F-HR 0001519418-18-000001 filed by Horizon Kinetics LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-09-30
    13F 10,256 shares
    Change vs previous 13F -31 shares

    0.01% of the 13F portfolio, value $448,000.

    13F-HR 0001519418-17-000016 filed by Horizon Kinetics LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-06-30
    13F 10,287 shares
    Change vs previous 13F -574 shares

    0.01% of the 13F portfolio, value $442,000.

    13F-HR 0001519418-17-000012 filed by Horizon Kinetics LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-03-31
    13F 10,861 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $443,000.

    13F-HR 0001519418-17-000010 filed by Horizon Kinetics LLC
    Filed (acceptance time not in the bulk data set), ingested

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