KELLY LAWRENCE W & ASSOCIATES INC/CA: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KELLY LAWRENCE W & ASSOCIATES INC/CA on SCHW, newest first. How the timeline and the estimate are built.

KELLY LAWRENCE W & ASSOCIATES INC/CA held 14,767 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 14,767 shares
Change vs previous 13F 0 shares
0.29% of the 13F portfolio, value $1,362,551.
13F-HR 0000920441-26-000003 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,767 shares
Change vs previous 13F -40 shares
0.39% of the 13F portfolio, value $1,387,803.
13F-HR 0000920441-26-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 14,807 shares
Change vs previous 13F 0 shares
0.36% of the 13F portfolio, value $1,479,367.
13F-HR 0000920441-26-000001 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,807 shares
Change vs previous 13F -100 shares
0.34% of the 13F portfolio, value $1,413,624.
13F-HR 0000920441-25-000008 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 14,907 shares
Change vs previous 13F -50 shares
0.36% of the 13F portfolio, value $1,360,115.
13F-HR 0000920441-25-000007 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 14,957 shares
Change vs previous 13F -50 shares
0.28% of the 13F portfolio, value $1,170,834.
13F-HR 0000920441-25-000005 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 15,007 shares
Change vs previous 13F -2,036 shares
0.26% of the 13F portfolio, value $1,110,668.
13F-HR 0000920441-25-000002 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 17,043 shares
Change vs previous 13F not available
0.25% of the 13F portfolio, value $1,104,557.
13F-HR 0000920441-24-000004 filed by KELLY LAWRENCE W & ASSOCIATES INC/CA
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).