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LANARK FINANCIAL, INC.: SCHW position timeline

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

LANARK FINANCIAL, INC. held 54,015 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,015 shares
    Change vs previous 13F +691 shares

    0.34% of the 13F portfolio, value $4,984,029.

    13F-HR 0000791540-26-000014 filed by LANARK FINANCIAL, 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 53,324 shares
    Change vs previous 13F +30,357 shares

    0.38% of the 13F portfolio, value $5,011,447.

    13F-HR 0000791540-26-000009 filed by LANARK FINANCIAL, 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 22,967 shares
    Change vs previous 13F +11,857 shares

    0.17% of the 13F portfolio, value $2,294,698.

    13F-HR 0000791540-26-000003 filed by LANARK FINANCIAL, 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 11,110 shares
    Change vs previous 13F +1,415 shares

    0.08% of the 13F portfolio, value $1,060,762.

    13F-HR 0000791540-25-000012 filed by LANARK FINANCIAL, 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 9,695 shares
    Change vs previous 13F -2,397 shares

    0.07% of the 13F portfolio, value $891,000.

    13F-HR 0000791540-25-000003 filed by LANARK FINANCIAL, 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 12,092 shares
    Change vs previous 13F +12,081 shares

    0.08% of the 13F portfolio, value $946,000.

    13F-HR 0000791540-25-000002 filed by LANARK FINANCIAL, 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 11 shares
    Change vs previous 13F -11,869 shares

    0.08% of the 13F portfolio, value $835.

    13F-HR 0000791540-25-000001 filed by LANARK FINANCIAL, 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 11,880 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $770,000.

    13F-HR 0000791540-24-000004 filed by LANARK FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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