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MOGY JOEL R INVESTMENT COUNSEL INC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOGY JOEL R INVESTMENT COUNSEL INC on SCHW, newest first. How the timeline and the estimate are built.

MOGY JOEL R INVESTMENT COUNSEL INC held 6,897 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,897 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $674,156.

    13F-HR 0001398344-26-018129 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,897 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $636,427.

    13F-HR 0001398344-26-012120 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    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 6,897 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $648,222.

    13F-HR 0001398344-26-006551 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,897 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $689,124.

    13F-HR 0001398344-26-001713 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,897 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $658,499.

    13F-HR 0001398344-25-019214 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,897 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $629,323.

    13F-HR 0001398344-25-012972 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    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 6,897 shares
    Change vs previous 13F +245 shares

    0.03% of the 13F portfolio, value $539,932.

    13F-HR 0001398344-25-007194 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,652 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $492,348.

    13F-HR 0001398344-25-000750 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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