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Southeast Asset Advisors, LLC: SCHW position timeline

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

Southeast Asset Advisors, LLC held 90,283 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,283 shares
    Change vs previous 13F +12,945 shares

    0.85% of the 13F portfolio, value $8,330,414.

    13F-HR 0001104659-26-096651 filed by Southeast Asset Advisors, 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 77,338 shares
    Change vs previous 13F +28,344 shares

    0.8% of the 13F portfolio, value $7,268,233.

    13F-HR 0001104659-26-059874 filed by Southeast Asset Advisors, 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 48,994 shares
    Change vs previous 13F -197 shares

    0.46% of the 13F portfolio, value $4,894,969.

    13F-HR 0001104659-26-015207 filed by Southeast Asset Advisors, 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 49,191 shares
    Change vs previous 13F +334 shares

    0.51% of the 13F portfolio, value $4,696,247.

    13F-HR 0001104659-25-108267 filed by Southeast Asset Advisors, 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 48,857 shares
    Change vs previous 13F +203 shares

    0.53% of the 13F portfolio, value $4,457,705.

    13F-HR 0001104659-25-076885 filed by Southeast Asset Advisors, 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 48,654 shares
    Change vs previous 13F -406 shares

    0.47% of the 13F portfolio, value $3,808,617.

    13F-HR 0001104659-25-048429 filed by Southeast Asset Advisors, 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 49,060 shares
    Change vs previous 13F -8,666 shares

    0.45% of the 13F portfolio, value $3,630,952.

    13F-HR 0001104659-25-012627 filed by Southeast Asset Advisors, 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 57,726 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,741,235.

    13F-HR 0001104659-24-117631 filed by Southeast Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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