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Disclosery

Juno Financial Group LLC: SCHW position timeline

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

Juno Financial Group LLC held 29,809 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,809 shares
    Change vs previous 13F +2,228 shares

    0.98% of the 13F portfolio, value $2,750,462.

    13F-HR 0001398344-26-013468 filed by Juno Financial Group 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 27,581 shares
    Change vs previous 13F +1,646 shares

    1.02% of the 13F portfolio, value $2,592,059.

    13F-HR 0001398344-26-008547 filed by Juno Financial Group 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 25,935 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,591,177.

    13F-HR 0001398344-26-001468 filed by Juno Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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