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Disclosery

Sivia Capital Partners, LLC: SCHW position timeline

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

Sivia Capital Partners, LLC held 5,637 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,637 shares
    Change vs previous 13F +3,333 shares

    0.06% of the 13F portfolio, value $520,126.

    13F-HR 0001941040-26-000447 filed by Sivia Capital Partners, 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 2,304 shares
    Change vs previous 13F -3,443 shares

    0.04% of the 13F portfolio, value $216,530.

    13F-HR 0001941040-26-000322 filed by Sivia Capital Partners, 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 5,747 shares
    Change vs previous 13F -82 shares

    0.12% of the 13F portfolio, value $574,136.

    13F-HR 0001941040-26-000086 filed by Sivia Capital Partners, 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 5,829 shares
    Change vs previous 13F +1,276 shares

    0.16% of the 13F portfolio, value $556,450.

    13F-HR 0001941040-25-000554 filed by Sivia Capital Partners, 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/A 4,553 shares
    Change vs previous 13F +809 shares

    0.14% of the 13F portfolio, value $415,373.

    13F-HR/A 0001941040-25-000530 filed by Sivia Capital Partners, 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 3,744 shares
    Change vs previous 13F +154 shares

    0.14% of the 13F portfolio, value $293,115.

    13F-HR 0001941040-25-000204 filed by Sivia Capital Partners, 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 3,590 shares
    Change vs previous 13F +32 shares

    0.13% of the 13F portfolio, value $265,661.

    13F-HR 0001941040-25-000011 filed by Sivia Capital Partners, 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 3,558 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $230,564.

    13F-HR 0001941040-24-000432 filed by Sivia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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