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Purus Wealth Management, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Purus Wealth Management, LLC on SCHW, newest first. How the timeline and the estimate are built.

Purus Wealth Management, LLC held 3,955 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,955 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $364,900.

    13F-HR 0001172661-26-002589 filed by Purus Wealth Management, LLC
    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 3,918 shares
    Change vs previous 13F +357 shares

    0.12% of the 13F portfolio, value $368,189.

    13F-HR 0001172661-26-001496 filed by Purus Wealth Management, LLC
    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 3,561 shares
    Change vs previous 13F -226 shares

    0.11% of the 13F portfolio, value $355,793.

    13F-HR 0001172661-26-000335 filed by Purus Wealth Management, LLC
    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 3,787 shares
    Change vs previous 13F -83 shares

    0.12% of the 13F portfolio, value $361,586.

    13F-HR 0001172661-25-004418 filed by Purus Wealth Management, LLC
    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/A 3,870 shares
    Change vs previous 13F -35 shares

    0.12% of the 13F portfolio, value $353,086.

    13F-HR/A 0001172661-25-003020 filed by Purus Wealth Management, LLC
    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 3,905 shares
    Change vs previous 13F +7 shares

    0.13% of the 13F portfolio, value $305,668.

    13F-HR 0001172661-25-001844 filed by Purus Wealth Management, LLC
    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 3,898 shares
    Change vs previous 13F -285 shares

    0.11% of the 13F portfolio, value $288,501.

    13F-HR 0001172661-25-000210 filed by Purus Wealth Management, LLC
    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 4,183 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $271,112.

    13F-HR 0001172661-24-004569 filed by Purus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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