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STABLEFORD CAPITAL II LLC: SCHW position timeline

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

STABLEFORD CAPITAL II LLC held 34,514 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,514 shares
    Change vs previous 13F -3,447 shares

    1.17% of the 13F portfolio, value $3,373,398.

    13F-HR 0001842089-26-000004 filed by STABLEFORD CAPITAL II LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,961 shares
    Change vs previous 13F -470 shares

    1.21% of the 13F portfolio, value $3,502,661.

    13F-HR 0001842089-26-000003 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,431 shares
    Change vs previous 13F +294 shares

    1.34% of the 13F portfolio, value $3,611,745.

    13F-HR 0001842089-26-000002 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,137 shares
    Change vs previous 13F +3,254 shares

    1.38% of the 13F portfolio, value $3,810,268.

    13F-HR 0001842089-26-000001 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,883 shares
    Change vs previous 13F +58 shares

    1.2% of the 13F portfolio, value $3,330,280.

    13F-HR 0001842089-25-000002 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,825 shares
    Change vs previous 13F -538 shares

    1.27% of the 13F portfolio, value $3,380,115.

    13F-HR 0001754960-25-000486 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 35,363 shares
    Change vs previous 13F +13 shares

    1.14% of the 13F portfolio, value $2,692,892.

    13F-HR 0001754960-25-000229 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 35,350 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,616,254.

    13F-HR 0001754960-25-000066 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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