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Hunter Perkins Capital Management, LLC: SCHW position timeline

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

Hunter Perkins Capital Management, LLC held 47,856 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,856 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $4,416,000.

    13F-HR 0001808919-26-000003 filed by Hunter Perkins Capital Management, 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 47,856 shares
    Change vs previous 13F -230 shares

    1.05% of the 13F portfolio, value $4,498,000.

    13F-HR 0001808919-26-000002 filed by Hunter Perkins Capital Management, 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 48,086 shares
    Change vs previous 13F -84 shares

    1.11% of the 13F portfolio, value $4,804,000.

    13F-HR 0001808919-26-000001 filed by Hunter Perkins Capital Management, 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 48,170 shares
    Change vs previous 13F -48 shares

    1.02% of the 13F portfolio, value $4,599,000.

    13F-HR 0001808919-25-000005 filed by Hunter Perkins Capital Management, 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 48,218 shares
    Change vs previous 13F -50 shares

    1.04% of the 13F portfolio, value $4,399,000.

    13F-HR 0001808919-25-000003 filed by Hunter Perkins Capital Management, 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 48,268 shares
    Change vs previous 13F -6,772 shares

    0.88% of the 13F portfolio, value $3,778,000.

    13F-HR 0001808919-25-000002 filed by Hunter Perkins Capital Management, 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 55,040 shares
    Change vs previous 13F -2,005 shares

    0.86% of the 13F portfolio, value $4,074,000.

    13F-HR 0001808919-25-000001 filed by Hunter Perkins Capital Management, 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 57,045 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,697,000.

    13F-HR 0001808919-24-000004 filed by Hunter Perkins Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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