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Navalign, LLC: SCHW position timeline

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

Navalign, LLC held 10,587 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,587 shares
    Change vs previous 13F +78 shares

    0.23% of the 13F portfolio, value $976,899.

    13F-HR 0001820593-26-000004 filed by Navalign, 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 10,509 shares
    Change vs previous 13F -13 shares

    0.25% of the 13F portfolio, value $987,642.

    13F-HR 0001820593-26-000003 filed by Navalign, 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 10,522 shares
    Change vs previous 13F +308 shares

    0.26% of the 13F portfolio, value $1,051,229.

    13F-HR 0001820593-26-000001 filed by Navalign, LLC
    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 10,214 shares
    Change vs previous 13F -216 shares

    0.26% of the 13F portfolio, value $975,177.

    13F-HR 0001820593-25-000004 filed by Navalign, LLC
    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 10,430 shares
    Change vs previous 13F -881 shares

    0.26% of the 13F portfolio, value $951,654.

    13F-HR 0001085146-25-004512 filed by Navalign, LLC
    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 11,311 shares
    Change vs previous 13F -120 shares

    0.25% of the 13F portfolio, value $885,421.

    13F-HR 0001085146-25-002462 filed by Navalign, LLC
    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 11,431 shares
    Change vs previous 13F -374 shares

    0.25% of the 13F portfolio, value $845,981.

    13F-HR 0001085146-25-001737 filed by Navalign, LLC
    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 11,805 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $765,086.

    13F-HR 0001085146-24-005285 filed by Navalign, LLC
    Filed (acceptance time not in the bulk data set), ingested

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