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Mezzasalma Advisors, LLC: SCHW position timeline

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

Mezzasalma Advisors, LLC held 9,675 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,675 shares
    Change vs previous 13F -521 shares

    0.19% of the 13F portfolio, value $945,623.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,196 shares
    Change vs previous 13F -78,371 shares

    0.19% of the 13F portfolio, value $940,774.

    13F-HR 0001864916-26-000003 filed by Mezzasalma Advisors, 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 88,567 shares
    Change vs previous 13F +2,619 shares

    2.13% of the 13F portfolio, value $8,323,525.

    13F-HR 0001864916-26-000002 filed by Mezzasalma Advisors, 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 85,948 shares
    Change vs previous 13F +1,488 shares

    2.1% of the 13F portfolio, value $8,729,706.

    13F-HR 0001864916-26-000001 filed by Mezzasalma Advisors, 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 84,460 shares
    Change vs previous 13F -155 shares

    2.06% of the 13F portfolio, value $8,063,378.

    13F-HR 0001864916-25-000004 filed by Mezzasalma Advisors, 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 84,615 shares
    Change vs previous 13F +98 shares

    2.32% of the 13F portfolio, value $7,720,261.

    13F-HR 0001085146-25-004268 filed by Mezzasalma Advisors, 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 84,517 shares
    Change vs previous 13F +78 shares

    2.29% of the 13F portfolio, value $6,615,972.

    13F-HR 0001085146-25-002195 filed by Mezzasalma Advisors, 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 84,439 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $6,249,363.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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