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Disclosery

MOR Wealth Management, LLC: SCHW position timeline

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

MOR Wealth Management, LLC held 7,070 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,070 shares
    Change vs previous 13F +3,295 shares

    0.26% of the 13F portfolio, value $652,349.

    13F-HR 0002092389-26-000005 filed by MOR Wealth Management, LLC
    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 3,775 shares
    Change vs previous 13F +997 shares

    0.16% of the 13F portfolio, value $354,775.

    13F-HR 0002092389-26-000003 filed by MOR Wealth Management, LLC
    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 2,778 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $277,550.

    13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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