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PRENTISS SMITH & CO INC: SCHW position timeline

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

PRENTISS SMITH & CO INC held 66,695 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,695 shares
    Change vs previous 13F -933 shares

    3.38% of the 13F portfolio, value $6,153,948.

    13F-HR 0001134687-26-000004 filed by PRENTISS SMITH & CO 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 67,628 shares
    Change vs previous 13F -14 shares

    3.69% of the 13F portfolio, value $6,355,679.

    13F-HR 0001134687-26-000003 filed by PRENTISS SMITH & CO 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 67,642 shares
    Change vs previous 13F -296 shares

    4.04% of the 13F portfolio, value $6,758,112.

    13F-HR 0001134687-26-000002 filed by PRENTISS SMITH & CO 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 67,938 shares
    Change vs previous 13F -1,038 shares

    3.66% of the 13F portfolio, value $6,486,041.

    13F-HR 0001134687-25-000008 filed by PRENTISS SMITH & CO 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 68,976 shares
    Change vs previous 13F -1,007 shares

    3.74% of the 13F portfolio, value $6,293,370.

    13F-HR 0001134687-25-000006 filed by PRENTISS SMITH & CO 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 69,983 shares
    Change vs previous 13F +13,353 shares

    3.55% of the 13F portfolio, value $5,478,269.

    13F-HR 0001134687-25-000004 filed by PRENTISS SMITH & CO 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 56,630 shares
    Change vs previous 13F +79 shares

    2.74% of the 13F portfolio, value $4,191,186.

    13F-HR 0001134687-25-000003 filed by PRENTISS SMITH & CO 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 56,551 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $3,665,070.

    13F-HR 0001134687-24-000008 filed by PRENTISS SMITH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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