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LAFFER TENGLER INVESTMENTS, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAFFER TENGLER INVESTMENTS, INC. on SCHW, newest first. How the timeline and the estimate are built.

LAFFER TENGLER INVESTMENTS, INC. held 0 SCHW shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,202 shares

    13F-HR 0001172661-26-000684 filed by LAFFER TENGLER INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 4,202 shares
    Change vs previous 13F +177 shares

    0.06% of the 13F portfolio, value $401,165.

    13F-HR 0001172661-25-004718 filed by LAFFER TENGLER 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 ended2025-06-30
    13F 4,025 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $367,241.

    13F-HR 0001172661-25-002953 filed by LAFFER TENGLER 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 ended2025-03-31
    13F 4,025 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $315,077.

    13F-HR 0001172661-25-001805 filed by LAFFER TENGLER 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 ended2024-12-31
    13F 4,025 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $297,890.

    13F-HR 0001172661-25-000528 filed by LAFFER TENGLER 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 ended2024-09-30
    13F 4,025 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $260,860.

    13F-HR 0001172661-24-004456 filed by LAFFER TENGLER INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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