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Disclosery

INSIGHT 2811, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSIGHT 2811, INC. on SCHW, newest first. How the timeline and the estimate are built.

INSIGHT 2811, INC. held 17,370 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,370 shares
    Change vs previous 13F +3,109 shares

    0.65% of the 13F portfolio, value $1,602,730.

    13F-HR 0001334952-26-000007 filed by INSIGHT 2811, INC.
    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 14,261 shares
    Change vs previous 13F -19 shares

    0.58% of the 13F portfolio, value $1,340,249.

    13F-HR 0001334952-26-000005 filed by INSIGHT 2811, INC.
    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 14,280 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,426,715.

    13F-HR 0001334952-26-000003 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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