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Disclosery

LOM Asset Management Ltd: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOM Asset Management Ltd on SCHW, newest first. How the timeline and the estimate are built.

LOM Asset Management Ltd held 25,121 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,121 shares
    Change vs previous 13F +1,510 shares

    0.6% of the 13F portfolio, value $2,317,915.

    13F-HR 0002071844-26-000907 filed by LOM Asset Management Ltd
    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 23,611 shares
    Change vs previous 13F +840 shares

    0.64% of the 13F portfolio, value $2,218,962.

    13F-HR 0002071844-26-000466 filed by LOM Asset Management Ltd
    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 22,771 shares
    Change vs previous 13F +850 shares

    0.66% of the 13F portfolio, value $2,275,051.

    13F-HR 0002071844-26-000116 filed by LOM Asset Management Ltd
    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 21,921 shares
    Change vs previous 13F +3,467 shares

    0.64% of the 13F portfolio, value $2,093,000.

    13F-HR 0002071844-25-000446 filed by LOM Asset Management Ltd
    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/A 18,454 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,684,000.

    13F-HR/A 0002071844-25-000489 filed by LOM Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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