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SmartHarvest Portfolios, LLC: SCHW position timeline

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

SmartHarvest Portfolios, LLC held 4,465 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,465 shares
    Change vs previous 13F -359 shares

    0.13% of the 13F portfolio, value $412,028.

    13F-HR 0001140361-26-031090 filed by SmartHarvest Portfolios, 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 4,824 shares
    Change vs previous 13F -1,620 shares

    0.19% of the 13F portfolio, value $453,357.

    13F-HR 0001140361-26-015749 filed by SmartHarvest Portfolios, 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 6,444 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $643,810.

    13F-HR 0001140361-26-004848 filed by SmartHarvest Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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