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Pine Valley Investments Ltd Liability Co: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pine Valley Investments Ltd Liability Co on SCHW, newest first. How the timeline and the estimate are built.

Pine Valley Investments Ltd Liability Co held 25,306 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,306 shares
    Change vs previous 13F +3,236 shares

    0.1% of the 13F portfolio, value $2,335,007.

    13F-HR 0001975417-26-000008 filed by Pine Valley Investments Ltd Liability Co
    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 22,070 shares
    Change vs previous 13F +56 shares

    0.1% of the 13F portfolio, value $2,074,156.

    13F-HR 0001975417-26-000007 filed by Pine Valley Investments Ltd Liability Co
    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 22,014 shares
    Change vs previous 13F -436 shares

    0.11% of the 13F portfolio, value $2,199,370.

    13F-HR 0001975417-26-000003 filed by Pine Valley Investments Ltd Liability Co
    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 22,450 shares
    Change vs previous 13F -1,731 shares

    0.11% of the 13F portfolio, value $2,143,280.

    13F-HR 0001975417-26-000006 filed by Pine Valley Investments Ltd Liability Co
    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 24,181 shares
    Change vs previous 13F +242 shares

    0.13% of the 13F portfolio, value $2,206,294.

    13F-HR 0001975417-26-000005 filed by Pine Valley Investments Ltd Liability Co
    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 23,939 shares
    Change vs previous 13F -133 shares

    0.12% of the 13F portfolio, value $1,873,928.

    13F-HR 0001975417-26-000004 filed by Pine Valley Investments Ltd Liability Co
    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 24,072 shares
    Change vs previous 13F +710 shares

    0.12% of the 13F portfolio, value $1,781,551.

    13F-HR 0001765380-25-000041 filed by Pine Valley Investments Ltd Liability Co
    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 23,362 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,514,074.

    13F-HR 0001765380-24-000458 filed by Pine Valley Investments Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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