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HOWARD BAILEY SECURITIES, LLC: SCHW position timeline

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

HOWARD BAILEY SECURITIES, LLC held 3,392 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,392 shares
    Change vs previous 13F -508 shares

    0.12% of the 13F portfolio, value $312,980.

    13F-HR 0002043986-26-000006 filed by HOWARD BAILEY SECURITIES, 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 3,900 shares
    Change vs previous 13F -176 shares

    0.15% of the 13F portfolio, value $366,522.

    13F-HR 0002043986-26-000005 filed by HOWARD BAILEY SECURITIES, 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 4,076 shares
    Change vs previous 13F -587 shares

    0.16% of the 13F portfolio, value $407,233.

    13F-HR 0002043986-26-000001 filed by HOWARD BAILEY SECURITIES, 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/A 4,663 shares
    Change vs previous 13F -2,415 shares

    0.13% of the 13F portfolio, value $445,177.

    13F-HR/A 0002043986-26-000004 filed by HOWARD BAILEY SECURITIES, 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/A 7,078 shares
    Change vs previous 13F -213 shares

    0.2% of the 13F portfolio, value $645,797.

    13F-HR/A 0002043986-26-000003 filed by HOWARD BAILEY SECURITIES, 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/A 7,291 shares
    Change vs previous 13F -1,163 shares

    0.19% of the 13F portfolio, value $570,739.

    13F-HR/A 0002043986-26-000002 filed by HOWARD BAILEY SECURITIES, 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 8,454 shares
    Change vs previous 13F -421 shares

    0.23% of the 13F portfolio, value $625,680.

    13F-HR 0002043986-25-000001 filed by HOWARD BAILEY SECURITIES, 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 8,875 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $575,217.

    13F-HR 0002043986-24-000001 filed by HOWARD BAILEY SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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