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Disclosery

Semmax Financial Advisors Inc.: SCHW position timeline

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

Semmax Financial Advisors Inc. held 58,410 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 58,410 shares
    Change vs previous 13F -2,888 shares

    1.46% of the 13F portfolio, value $5,686,214.

    13F-HR 0001437749-25-027092 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 61,298 shares
    Change vs previous 13F -5,742 shares

    1.4% of the 13F portfolio, value $5,177,821.

    13F-HR 0001437749-25-017331 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 67,040 shares
    Change vs previous 13F -267 shares

    1.46% of the 13F portfolio, value $5,468,448.

    13F-HR 0001437749-25-016810 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 67,307 shares
    Change vs previous 13F +9,839 shares

    1.45% of the 13F portfolio, value $5,279,574.

    13F-HR 0001437749-24-035378 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 57,468 shares
    Change vs previous 13F +7,192 shares

    1.08% of the 13F portfolio, value $3,605,490.

    13F-HR 0001437749-24-026855 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 50,276 shares
    Change vs previous 13F +6,429 shares

    1.24% of the 13F portfolio, value $3,768,131.

    13F-HR 0001437749-24-017202 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 43,847 shares
    Change vs previous 13F +2,328 shares

    1.01% of the 13F portfolio, value $2,760,479.

    13F-HR 0001437749-24-004202 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 41,519 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,250,772.

    13F-HR 0001437749-23-031916 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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