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INVERNESS COUNSEL LLC /NY/: SCHW position timeline

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

INVERNESS COUNSEL LLC /NY/ held 9,314 SCHW shares at 2022-09-30 per its 13F-HR filed 2022-10-26.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 9,314 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $669,000.

    13F-HR 0000866361-22-000005 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 9,714 shares
    Change vs previous 13F +400 shares

    0.03% of the 13F portfolio, value $614,000.

    13F-HR 0000866361-22-000004 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 9,314 shares
    Change vs previous 13F -116 shares

    0.04% of the 13F portfolio, value $785,000.

    13F-HR 0000866361-22-000003 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 9,430 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $793,000.

    13F-HR 0000866361-22-000002 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 9,430 shares
    Change vs previous 13F -1,230 shares

    0.03% of the 13F portfolio, value $687,000.

    13F-HR 0000866361-21-000005 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 10,660 shares
    Change vs previous 13F +5,386 shares

    0.03% of the 13F portfolio, value $776,000.

    13F-HR 0000866361-21-000004 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 5,274 shares
    Change vs previous 13F -22,936 shares

    0.01% of the 13F portfolio, value $344,000.

    13F-HR 0000866361-21-000003 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 28,210 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,496,000.

    13F-HR 0000866361-21-000002 filed by INVERNESS COUNSEL LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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