Revisor Wealth Management LLC: SCHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Revisor Wealth Management LLC on SCHW, newest first. How the timeline and the estimate are built.
Revisor Wealth Management LLC held 10,720 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 10,720 sharesChange vs previous 13F -308 shares
0.24% of the 13F portfolio, value $989,135.
13F-HR 0001754960-26-000579 filed by Revisor Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,028 sharesChange vs previous 13F +46 shares
0.29% of the 13F portfolio, value $1,036,413.
13F-HR 0001754960-26-000321 filed by Revisor Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,982 sharesChange vs previous 13F +5,410 shares
0.3% of the 13F portfolio, value $1,120,124.
13F-HR 0001754960-26-000125 filed by Revisor Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,572 sharesChange vs previous 13F -182 shares
0.18% of the 13F portfolio, value $523,881.
13F-HR 0001754960-25-000658 filed by Revisor Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,754 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $535,353.
13F-HR 0001754960-25-000376 filed by Revisor Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).