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Disclosery

Rosenbaum Jay D.: SCHW position timeline

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

Rosenbaum Jay D. held 0 SCHW shares at 2024-09-30 per its 13F-HR filed 2024-11-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -4,567 shares

    13F-HR 0001622820-24-000005 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 4,567 shares
    Change vs previous 13F +505 shares

    1.91% of the 13F portfolio, value $336,542.

    13F-HR 0001622820-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 4,062 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $293,845.

    13F-HR 0001622820-24-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 4,062 shares
    Change vs previous 13F +105 shares

    0.72% of the 13F portfolio, value $279,466.

    13F-HR 0001324022-24-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 3,957 shares
    Change vs previous 13F -193 shares

    0.36% of the 13F portfolio, value $217,239.

    13F-HR 0001324022-23-000007 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 4,150 shares
    Change vs previous 13F -22 shares

    0.38% of the 13F portfolio, value $235,222.

    13F-HR 0001324022-23-000004 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 4,172 shares
    Change vs previous 13F +22 shares

    0.4% of the 13F portfolio, value $218,529.

    13F-HR 0001622820-23-000002 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 4,150 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $345,529.

    13F-HR 0001622820-23-000001 filed by Rosenbaum Jay D.
    Filed (acceptance time not in the bulk data set), ingested

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