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Disclosery

Hyperion Capital Advisors LP: SCHW position timeline

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

Hyperion Capital Advisors LP held 8,767 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,767 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $808,931.

    13F-HR 0000919574-26-005177 filed by Hyperion Capital Advisors LP
    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 8,767 shares
    Change vs previous 13F -89,113 shares

    0.4% of the 13F portfolio, value $823,923.

    13F-HR 0000919574-26-003130 filed by Hyperion Capital Advisors LP
    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 97,880 shares
    Change vs previous 13F 0 shares

    4.79% of the 13F portfolio, value $9,779,191.

    13F-HR 0000919574-26-000774 filed by Hyperion Capital Advisors LP
    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 97,880 shares
    Change vs previous 13F -4,056 shares

    5% of the 13F portfolio, value $9,344,604.

    13F-HR 0000919574-25-006763 filed by Hyperion Capital Advisors LP
    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 101,936 shares
    Change vs previous 13F -16,318 shares

    5.83% of the 13F portfolio, value $9,300,641.

    13F-HR 0000919574-25-004631 filed by Hyperion Capital Advisors LP
    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 118,254 shares
    Change vs previous 13F -16,040 shares

    5.04% of the 13F portfolio, value $9,256,923.

    13F-HR 0000919574-25-003033 filed by Hyperion Capital Advisors LP
    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 134,294 shares
    Change vs previous 13F -8,677 shares

    5.11% of the 13F portfolio, value $9,939,099.

    13F-HR 0000919574-25-001165 filed by Hyperion Capital Advisors LP
    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 142,971 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $9,265,951.

    13F-HR 0000919574-24-006469 filed by Hyperion Capital Advisors LP
    Filed (acceptance time not in the bulk data set), ingested

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