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Disclosery

Platform Technology Partners: SCHW position timeline

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

Platform Technology Partners held 7,850 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 7,850 shares
    Change vs previous 13F -228 shares

    0.12% of the 13F portfolio, value $724,320.

    13F-HR 0001830817-26-000003 filed by Platform Technology Partners
    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 8,078 shares
    Change vs previous 13F +1,102 shares

    0.15% of the 13F portfolio, value $759,170.

    13F-HR 0001830817-26-000002 filed by Platform Technology Partners
    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 6,976 shares
    Change vs previous 13F +129 shares

    0.15% of the 13F portfolio, value $696,972.

    13F-HR 0001830817-26-000001 filed by Platform Technology Partners
    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 6,847 shares
    Change vs previous 13F -325 shares

    0.16% of the 13F portfolio, value $653,683.

    13F-HR 0001830817-25-000008 filed by Platform Technology Partners
    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 7,172 shares
    Change vs previous 13F +300 shares

    0.17% of the 13F portfolio, value $654,373.

    13F-HR 0001830817-25-000005 filed by Platform Technology Partners
    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 6,872 shares
    Change vs previous 13F +45 shares

    0.16% of the 13F portfolio, value $537,940.

    13F-HR 0001830817-25-000002 filed by Platform Technology Partners
    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 6,827 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $505,266.

    13F-HR 0001830817-25-000001 filed by Platform Technology Partners
    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 6,827 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $442,458.

    13F-HR 0001830817-24-000004 filed by Platform Technology Partners
    Filed (acceptance time not in the bulk data set), ingested

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