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Disclosery

Pine Haven Investment Counsel, Inc: SCHW position timeline

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

Pine Haven Investment Counsel, Inc held 40,379 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,379 shares
    Change vs previous 13F -397 shares

    2.5% of the 13F portfolio, value $3,725,770.

    13F-HR 0001899753-26-000004 filed by Pine Haven Investment Counsel, 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 40,776 shares
    Change vs previous 13F -537 shares

    2.82% of the 13F portfolio, value $3,832,128.

    13F-HR 0001899753-26-000003 filed by Pine Haven Investment Counsel, 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 41,313 shares
    Change vs previous 13F -125 shares

    2.94% of the 13F portfolio, value $4,127,582.

    13F-HR 0001899753-26-000001 filed by Pine Haven Investment Counsel, 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 41,438 shares
    Change vs previous 13F -355 shares

    2.86% of the 13F portfolio, value $3,956,086.

    13F-HR 0001899753-25-000002 filed by Pine Haven Investment Counsel, 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 41,793 shares
    Change vs previous 13F +110 shares

    3% of the 13F portfolio, value $3,813,193.

    13F-HR 0001085146-25-003863 filed by Pine Haven Investment Counsel, 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 41,683 shares
    Change vs previous 13F -626 shares

    2.74% of the 13F portfolio, value $3,262,945.

    13F-HR 0001085146-25-002070 filed by Pine Haven Investment Counsel, 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 42,309 shares
    Change vs previous 13F -227 shares

    2.57% of the 13F portfolio, value $3,131,289.

    13F-HR 0001085146-25-000250 filed by Pine Haven Investment Counsel, 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 42,536 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,756,758.

    13F-HR 0001085146-24-004754 filed by Pine Haven Investment Counsel, Inc
    Filed (acceptance time not in the bulk data set), ingested

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