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MJP ASSOCIATES INC /ADV: SCHW position timeline

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

MJP ASSOCIATES INC /ADV held 2,603 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,603 shares
    Change vs previous 13F -171 shares

    0.03% of the 13F portfolio, value $240,215.

    13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
    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 2,774 shares
    Change vs previous 13F -4,455 shares

    0.03% of the 13F portfolio, value $260,722.

    13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
    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 7,229 shares
    Change vs previous 13F +327 shares

    0.09% of the 13F portfolio, value $722,203.

    13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
    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 6,902 shares
    Change vs previous 13F -196 shares

    0.09% of the 13F portfolio, value $658,928.

    13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
    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 7,098 shares
    Change vs previous 13F +4,410 shares

    0.1% of the 13F portfolio, value $647,653.

    13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
    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 2,688 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $210,394.

    13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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