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KAVAR CAPITAL PARTNERS GROUP, LLC: SCHW position timeline

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

KAVAR CAPITAL PARTNERS GROUP, LLC held 74,442 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,442 shares
    Change vs previous 13F +2,004 shares

    0.85% of the 13F portfolio, value $6,868,763.

    13F-HR 0001725547-26-000239 filed by KAVAR CAPITAL PARTNERS 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 72,438 shares
    Change vs previous 13F +1,189 shares

    0.85% of the 13F portfolio, value $6,807,723.

    13F-HR 0001725547-26-000140 filed by KAVAR CAPITAL PARTNERS 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 71,249 shares
    Change vs previous 13F -218 shares

    0.98% of the 13F portfolio, value $7,118,488.

    13F-HR 0001725547-26-000033 filed by KAVAR CAPITAL PARTNERS GROUP, LLC
    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 71,467 shares
    Change vs previous 13F +300 shares

    0.91% of the 13F portfolio, value $6,822,954.

    13F-HR 0001725547-25-004118 filed by KAVAR CAPITAL PARTNERS GROUP, LLC
    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 71,167 shares
    Change vs previous 13F -296 shares

    0.93% of the 13F portfolio, value $6,493,277.

    13F-HR 0001725547-25-003454 filed by KAVAR CAPITAL PARTNERS GROUP, LLC
    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 71,463 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $5,594,124.

    13F-HR 0001725547-25-001451 filed by KAVAR CAPITAL PARTNERS GROUP, LLC
    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 71,463 shares
    Change vs previous 13F +505 shares

    0.89% of the 13F portfolio, value $5,288,977.

    13F-HR 0001725547-25-000149 filed by KAVAR CAPITAL PARTNERS GROUP, LLC
    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 70,958 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,598,788.

    13F-HR 0001725547-24-006014 filed by KAVAR CAPITAL PARTNERS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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