MUIRFIELD WEALTH ADVISORS LLC: SCHW position timeline

MUIRFIELD WEALTH ADVISORS LLC held 4,024 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,024 shares

   Change vs previous 13F +196 shares

   0.24% of the 13F portfolio, value $371,336.

   13F-HR 0001951757-26-001173 filed by MUIRFIELD WEALTH ADVISORS LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,828 shares

   Change vs previous 13F +388 shares

   0.26% of the 13F portfolio, value $359,726.

   13F-HR 0001951757-26-000702 filed by MUIRFIELD WEALTH ADVISORS LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,440 shares

   Change vs previous 13F +1,092 shares

   0.25% of the 13F portfolio, value $343,662.

   13F-HR 0001951757-26-000377 filed by MUIRFIELD WEALTH ADVISORS LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,348 shares

   Change vs previous 13F +82 shares

   0.17% of the 13F portfolio, value $224,184.

   13F-HR 0001951757-25-001390 filed by MUIRFIELD WEALTH ADVISORS LLC
   Filed 2025-11-12 (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).

5. period ended2025-06-30

   13F 2,266 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $206,778.

   13F-HR 0001951757-25-000955 filed by MUIRFIELD WEALTH ADVISORS LLC
   Filed 2025-07-25 (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).