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Disclosery

O'Dell Group, LLC: SCHW position timeline

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

O'Dell Group, LLC held 0 SCHW shares at 2025-03-31 per its 13F-HR filed 2025-04-21.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,417 shares

    13F-HR 0001742569-25-000002 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 3,417 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $252,904.

    13F-HR 0001742569-25-000001 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,416 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $221,415.

    13F-HR 0001742569-24-000006 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 3,414 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $247,004.

    13F-HR 0001742569-24-000005 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 3,414 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $247,004.

    13F-HR 0001742569-24-000004 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 3,414 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $234,849.

    13F-HR 0001742569-24-000001 filed by O'Dell Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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