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SOMERVILLE KURT F: SCHW position timeline

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

SOMERVILLE KURT F held 56,560 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,560 shares
    Change vs previous 13F +3,046 shares

    1.25% of the 13F portfolio, value $5,218,791.

    13F-HR 0001215208-26-000005 filed by SOMERVILLE KURT F
    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 53,514 shares
    Change vs previous 13F -12,041 shares

    1.33% of the 13F portfolio, value $5,029,244.

    13F-HR 0001215208-26-000002 filed by SOMERVILLE KURT F
    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 65,555 shares
    Change vs previous 13F +21,762 shares

    1.11% of the 13F portfolio, value $6,549,601.

    13F-HR 0001215208-26-000001 filed by SOMERVILLE KURT F
    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 43,793 shares
    Change vs previous 13F +19,425 shares

    0.69% of the 13F portfolio, value $4,180,917.

    13F-HR 0001215208-25-000008 filed by SOMERVILLE KURT F
    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 24,368 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,223,337.

    13F-HR 0001314376-25-000003 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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