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Disclosery

Safe Harbor Fiduciary, LLC: SCHW position timeline

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

Safe Harbor Fiduciary, LLC held 18,169 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,169 shares
    Change vs previous 13F +2,422 shares

    1.31% of the 13F portfolio, value $1,676,454.

    13F-HR 0002036114-26-000003 filed by Safe Harbor Fiduciary, 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 15,747 shares
    Change vs previous 13F +390 shares

    1.41% of the 13F portfolio, value $1,479,903.

    13F-HR 0002036114-26-000002 filed by Safe Harbor Fiduciary, 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 15,357 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,534,318.

    13F-HR 0002036114-26-000001 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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