MARSHALL & SULLIVAN INC /WA/: SCHW position timeline

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

MARSHALL & SULLIVAN INC /WA/ held 72,973 SCHW shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

period ended2025-09-30
13F 72,973 shares
Change vs previous 13F -1,069 shares
3.23% of the 13F portfolio, value $6,966,733.
13F-HR 0001420506-25-002850 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 74,042 shares
Change vs previous 13F -944 shares
3.25% of the 13F portfolio, value $6,755,593.
13F-HR 0001420506-25-001492 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 74,986 shares
Change vs previous 13F -1,411 shares
2.98% of the 13F portfolio, value $5,869,905.
13F-HR 0001420506-25-000751 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 76,397 shares
Change vs previous 13F +403 shares
2.76% of the 13F portfolio, value $5,654,142.
13F-HR 0001420506-25-000019 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 75,994 shares
Change vs previous 13F -1,074 shares
2.37% of the 13F portfolio, value $4,925,172.
13F-HR 0001420506-24-002085 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 77,068 shares
Change vs previous 13F -1,205 shares
2.84% of the 13F portfolio, value $5,679,141.
13F-HR 0001420506-24-001102 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 78,273 shares
Change vs previous 13F -719 shares
2.8% of the 13F portfolio, value $5,662,269.
13F-HR 0001420506-24-000573 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 78,992 shares
Change vs previous 13F not available
2.87% of the 13F portfolio, value $5,434,650.
13F-HR 0001420506-24-000019 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).