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Linscomb Wealth, Inc.: SCHW position timeline

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

Linscomb Wealth, Inc. held 36,567 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,567 shares
    Change vs previous 13F +727 shares

    0.15% of the 13F portfolio, value $3,374,057.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, 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 35,840 shares
    Change vs previous 13F -10,264 shares

    0.15% of the 13F portfolio, value $3,368,206.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, 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 46,104 shares
    Change vs previous 13F +1,876 shares

    0.19% of the 13F portfolio, value $4,606,294.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, 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 44,228 shares
    Change vs previous 13F +452 shares

    0.18% of the 13F portfolio, value $4,222,488.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, 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 43,776 shares
    Change vs previous 13F +3,562 shares

    0.18% of the 13F portfolio, value $3,994,080.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, 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 40,214 shares
    Change vs previous 13F +735 shares

    0.16% of the 13F portfolio, value $3,147,916.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, 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 39,479 shares
    Change vs previous 13F +1,383 shares

    0.15% of the 13F portfolio, value $2,921,874.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, 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 38,096 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,469,005.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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