Skip to content
Disclosery

SAM Advisors, LLC: SCHW position timeline

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

SAM Advisors, LLC held 46,059 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,059 shares
    Change vs previous 13F +1,388 shares

    1.16% of the 13F portfolio, value $4,249,905.

    13F-HR 0001600944-26-000005 filed by SAM Advisors, 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 44,671 shares
    Change vs previous 13F +111 shares

    1.32% of the 13F portfolio, value $4,198,153.

    13F-HR 0001600944-26-000002 filed by SAM Advisors, 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 44,560 shares
    Change vs previous 13F -1,759 shares

    1.41% of the 13F portfolio, value $4,451,990.

    13F-HR 0001600944-26-000001 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 46,319 shares
    Change vs previous 13F -822 shares

    1.43% of the 13F portfolio, value $4,422,113.

    13F-HR 0001420506-25-002936 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 47,141 shares
    Change vs previous 13F +81 shares

    1.49% of the 13F portfolio, value $4,301,127.

    13F-HR 0001420506-25-001601 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 47,060 shares
    Change vs previous 13F -1,348 shares

    1.38% of the 13F portfolio, value $3,683,881.

    13F-HR 0001420506-25-000905 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 48,408 shares
    Change vs previous 13F +195 shares

    1.3% of the 13F portfolio, value $3,582,186.

    13F-HR 0001420506-25-000108 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 48,213 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,124,657.

    13F-HR 0001420506-24-002232 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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