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PIERSHALE FINANCIAL GROUP, INC.: SCHW position timeline

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

PIERSHALE FINANCIAL GROUP, INC. held 53 SCHW shares at 2023-06-30 per its 13F-HR filed 2023-07-06.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 53 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $2,982.

    13F-HR 0001214659-23-009301 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 52 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,743.

    13F-HR 0001214659-23-005278 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 52 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,347.

    13F-HR 0001214659-23-000594 filed by PIERSHALE FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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