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ROVIN CAPITAL /UT/ /ADV: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROVIN CAPITAL /UT/ /ADV on SCHW, newest first. How the timeline and the estimate are built.

ROVIN CAPITAL /UT/ /ADV held 3,620 SCHW shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 3,620 shares
    Change vs previous 13F -1,534 shares

    0.1% of the 13F portfolio, value $362,000.

    13F-HR 0001059057-26-000001 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F/A 5,154 shares
    Change vs previous 13F -291 shares

    0.14% of the 13F portfolio, value $492,000.

    13F-HR/A 0001059057-25-000007 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 5,445 shares
    Change vs previous 13F +87 shares

    0.15% of the 13F portfolio, value $497,000.

    13F-HR 0001059057-25-000003 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,358 shares
    Change vs previous 13F +68 shares

    0.13% of the 13F portfolio, value $419,000.

    13F-HR 0001059057-25-000002 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 5,290 shares
    Change vs previous 13F -1,319 shares

    0.14% of the 13F portfolio, value $392,000.

    13F-HR 0001059057-25-000001 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,609 shares
    Change vs previous 13F -3,576 shares

    0.16% of the 13F portfolio, value $428,000.

    13F-HR 0001059057-24-000004 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 10,185 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $751,000.

    13F-HR 0001059057-24-000003 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 10,093 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $730,000.

    13F-HR 0001059057-24-000002 filed by ROVIN CAPITAL /UT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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