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Disclosery

Lafayette Investments, Inc.: SCHW position timeline

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

Lafayette Investments, Inc. held 95,470 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,470 shares
    Change vs previous 13F +610 shares

    1.62% of the 13F portfolio, value $8,808,981.

    13F-HR 0001308377-26-000003 filed by Lafayette Investments, Inc.
    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 94,860 shares
    Change vs previous 13F -824 shares

    1.81% of the 13F portfolio, value $8,914,929.

    13F-HR 0001308377-26-000002 filed by Lafayette Investments, Inc.
    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 95,684 shares
    Change vs previous 13F -264 shares

    1.81% of the 13F portfolio, value $9,559,801.

    13F-HR 0001308377-26-000001 filed by Lafayette Investments, Inc.
    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 95,948 shares
    Change vs previous 13F -901 shares

    1.75% of the 13F portfolio, value $9,160,203.

    13F-HR 0001308377-25-000008 filed by Lafayette Investments, Inc.
    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 96,849 shares
    Change vs previous 13F -651 shares

    1.79% of the 13F portfolio, value $8,836,493.

    13F-HR 0001308377-25-000007 filed by Lafayette Investments, Inc.
    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 97,500 shares
    Change vs previous 13F -730 shares

    1.61% of the 13F portfolio, value $7,632,306.

    13F-HR 0001308377-25-000005 filed by Lafayette Investments, Inc.
    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 98,230 shares
    Change vs previous 13F +480 shares

    1.56% of the 13F portfolio, value $7,269,995.

    13F-HR 0001308377-25-000002 filed by Lafayette Investments, Inc.
    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/A 97,750 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,335,168.

    13F-HR/A 0001308377-25-000001 filed by Lafayette Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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