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Disclosery

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV on SCHW, newest first. How the timeline and the estimate are built.

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV held 6,031 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,031 shares
    Change vs previous 13F +1,904 shares

    0.19% of the 13F portfolio, value $556,481.

    13F-HR 0001062993-26-003755 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    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 4,127 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $387,860.

    13F-HR 0001062993-26-002167 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    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 4,124 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $412,041.

    13F-HR 0001062993-26-000599 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    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 4,122 shares
    Change vs previous 13F -47 shares

    0.17% of the 13F portfolio, value $393,488.

    13F-HR 0001062993-25-016269 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    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 4,169 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $380,391.

    13F-HR 0001062993-25-013033 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    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 4,166 shares
    Change vs previous 13F -597 shares

    0.16% of the 13F portfolio, value $326,149.

    13F-HR 0001062993-25-008155 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    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 4,763 shares
    Change vs previous 13F +127 shares

    0.17% of the 13F portfolio, value $352,545.

    13F-HR 0001062993-25-001454 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    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 4,636 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $300,449.

    13F-HR 0001062993-24-018055 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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