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KARPAS STRATEGIES, LLC: SCHW position timeline

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

KARPAS STRATEGIES, LLC held 251,003 SCHW shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 251,003 shares
    Change vs previous 13F -99 shares

    5.8% of the 13F portfolio, value $18,496,412.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 251,102 shares
    Change vs previous 13F +978 shares

    5.65% of the 13F portfolio, value $18,164,727.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 250,124 shares
    Change vs previous 13F -2,382 shares

    5.69% of the 13F portfolio, value $17,208,508.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 252,506 shares
    Change vs previous 13F -663 shares

    5.09% of the 13F portfolio, value $13,862,593.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 253,169 shares
    Change vs previous 13F +417 shares

    4.84% of the 13F portfolio, value $14,349,592.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 252,752 shares
    Change vs previous 13F +68,297 shares

    4.66% of the 13F portfolio, value $13,239,129.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 184,455 shares
    Change vs previous 13F -328 shares

    5.39% of the 13F portfolio, value $15,357,701.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 184,783 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $13,280,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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