Sather Financial Group Inc: SCHW position timeline

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

Sather Financial Group Inc held 2,351 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 2,351 shares
Change vs previous 13F -667 shares
0.01% of the 13F portfolio, value $216,927.
13F-HR 0002085853-26-000909 filed by Sather Financial Group Inc
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,018 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $283,632.
13F-HR 0002085853-26-000520 filed by Sather Financial Group Inc
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,018 shares
Change vs previous 13F +372 shares
0.02% of the 13F portfolio, value $301,528.
13F-HR 0002085853-26-000081 filed by Sather Financial Group Inc
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,646 shares
Change vs previous 13F +427 shares
0.01% of the 13F portfolio, value $252,613.
13F-HR 0002085853-25-000143 filed by Sather Financial Group Inc
Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,219 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $202,461.
13F-HR 0001667731-25-000963 filed by Sather Financial Group Inc
Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).