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SONORA INVESTMENT MANAGEMENT, LLC: SCHW position timeline

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

SONORA INVESTMENT MANAGEMENT, LLC held 4,861 SCHW shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 4,861 shares
    Change vs previous 13F +1,476 shares

    0.04% of the 13F portfolio, value $354,000.

    13F-HR 0001415889-21-005139 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 3,385 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $246,000.

    13F-HR 0001415889-21-004913 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 3,385 shares
    Change vs previous 13F +273 shares

    0.02% of the 13F portfolio, value $221,000.

    13F-HR 0001415889-21-002180 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 3,112 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $165,000.

    13F-HR 0001415889-21-000315 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 3,210 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $116,000.

    13F-HR 0001415889-20-002491 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 3,210 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $108,000.

    13F-HR 0001415889-20-002091 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 3,187 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $107,000.

    13F-HR 0001415889-20-001089 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 3,187 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $152,000.

    13F-HR 0001415889-20-000112 filed by SONORA INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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