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PUTNAM INVESTMENTS LLC: SCHW position timeline

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

PUTNAM INVESTMENTS LLC held 12,237,705 SCHW shares at 2023-12-31 per its 13F-HR filed 2024-02-14.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 12,237,705 shares
    Change vs previous 13F +560,110 shares

    1.11% of the 13F portfolio, value $841,954,132.

    13F-HR 0001062993-24-003083 filed by PUTNAM INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 11,677,595 shares
    Change vs previous 13F -76,577 shares

    0.97% of the 13F portfolio, value $641,099,990.

    13F-HR 0001062993-23-020765 filed by PUTNAM INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 11,754,172 shares
    Change vs previous 13F +3,051,751 shares

    0.98% of the 13F portfolio, value $666,226,458.

    13F-HR 0001062993-23-016395 filed by PUTNAM INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 8,702,421 shares
    Change vs previous 13F -1,685,511 shares

    0.73% of the 13F portfolio, value $455,832,821.

    13F-HR 0001062993-23-011938 filed by PUTNAM INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 10,387,932 shares
    Change vs previous 13F -301,340 shares

    1.51% of the 13F portfolio, value $864,899,218.

    13F-HR 0001062993-23-003355 filed by PUTNAM INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 10,689,272 shares
    Change vs previous 13F +525,393 shares

    1.46% of the 13F portfolio, value $768,238,000.

    13F-HR 0001062993-22-022002 filed by PUTNAM INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 10,163,879 shares
    Change vs previous 13F +8,728,123 shares

    1.15% of the 13F portfolio, value $642,153,000.

    13F-HR 0001062993-22-017962 filed by PUTNAM INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 1,435,756 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $121,049,000.

    13F-HR 0001062993-22-012562 filed by PUTNAM INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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