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Disclosery

Leelyn Smith, LLC: SCHW position timeline

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

Leelyn Smith, LLC held 53,425 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,425 shares
    Change vs previous 13F +2,086 shares

    0.6% of the 13F portfolio, value $4,929,510.

    13F-HR 0001777817-26-000004 filed by Leelyn Smith, 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 51,339 shares
    Change vs previous 13F +3,555 shares

    0.68% of the 13F portfolio, value $4,824,828.

    13F-HR 0001777817-26-000003 filed by Leelyn Smith, 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 47,784 shares
    Change vs previous 13F +2,414 shares

    0.69% of the 13F portfolio, value $4,774,061.

    13F-HR 0001777817-26-000001 filed by Leelyn Smith, 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 45,370 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,331,433.

    13F-HR 0001777817-25-000008 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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