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Disclosery

Sienna Gestion: SCHW position timeline

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

Sienna Gestion held 15,330 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 15,330 shares
    Change vs previous 13F -1,710 shares

    0.08% of the 13F portfolio, value $1,403,626.

    13F-HR 0000945621-26-001042 filed by Sienna Gestion
    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 17,040 shares
    Change vs previous 13F -133,597 shares

    0.1% of the 13F portfolio, value $1,597,429.

    13F-HR 0000945621-26-000712 filed by Sienna Gestion
    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 150,637 shares
    Change vs previous 13F +17,040 shares

    0.9% of the 13F portfolio, value $15,071,194.

    13F-HR 0000945621-26-000314 filed by Sienna Gestion
    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 133,597 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $11,628,853.

    13F-HR 0000945621-25-001073 filed by Sienna Gestion
    Filed (acceptance time not in the bulk data set), ingested

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