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Disclosery

Lincoln Capital LLC: SCHW position timeline

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

Lincoln Capital LLC held 56,777 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,777 shares
    Change vs previous 13F -332 shares

    0.98% of the 13F portfolio, value $5,574,574.

    13F-HR 0001085146-26-000858 filed by Lincoln Capital LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,109 shares
    Change vs previous 13F -1,049 shares

    0.94% of the 13F portfolio, value $5,269,489.

    13F-HR 0001633862-26-000004 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 58,158 shares
    Change vs previous 13F -1,915 shares

    1.04% of the 13F portfolio, value $5,465,577.

    13F-HR 0001633862-26-000002 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 60,073 shares
    Change vs previous 13F -1,132 shares

    1.09% of the 13F portfolio, value $6,001,850.

    13F-HR 0001633862-26-000001 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 61,205 shares
    Change vs previous 13F -355 shares

    1.08% of the 13F portfolio, value $5,758,199.

    13F-HR 0001633862-25-000002 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 61,560 shares
    Change vs previous 13F -92 shares

    1.08% of the 13F portfolio, value $5,616,750.

    13F-HR 0001085146-25-003764 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 61,652 shares
    Change vs previous 13F -1,265 shares

    0.99% of the 13F portfolio, value $4,721,302.

    13F-HR 0001085146-25-003051 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 62,917 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,656,508.

    13F-HR 0001085146-25-000252 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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