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Nabity-Jensen Investment Management Inc: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nabity-Jensen Investment Management Inc on SCHW, newest first. How the timeline and the estimate are built.

Nabity-Jensen Investment Management Inc held 11,100 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,100 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,024,197.

    13F-HR 0002044851-26-000003 filed by Nabity-Jensen Investment Management Inc
    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 11,100 shares
    Change vs previous 13F -9 shares

    0.72% of the 13F portfolio, value $1,043,178.

    13F-HR 0002044851-26-000002 filed by Nabity-Jensen Investment Management Inc
    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 11,109 shares
    Change vs previous 13F +70 shares

    0.75% of the 13F portfolio, value $1,109,900.

    13F-HR 0002044851-26-000001 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,039 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,053,893.

    13F-HR 0002044851-25-000009 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,039 shares
    Change vs previous 13F +7 shares

    0.74% of the 13F portfolio, value $1,007,198.

    13F-HR 0002044851-25-000006 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,032 shares
    Change vs previous 13F +24 shares

    0.69% of the 13F portfolio, value $863,585.

    13F-HR 0002044851-25-000005 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,008 shares
    Change vs previous 13F -94 shares

    0.62% of the 13F portfolio, value $814,702.

    13F-HR 0002044851-25-000001 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,102 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $719,521.

    13F-HR 0002044851-24-000001 filed by Nabity-Jensen Investment Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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