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Stablepoint Partners, LLC: SCHW position timeline

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

Stablepoint Partners, LLC held 12,611 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,611 shares
    Change vs previous 13F +163 shares

    0.16% of the 13F portfolio, value $1,163,599.

    13F-HR 0001951757-26-000964 filed by Stablepoint Partners, 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 12,448 shares
    Change vs previous 13F +99 shares

    0.17% of the 13F portfolio, value $1,169,904.

    13F-HR 0001951757-26-000764 filed by Stablepoint Partners, 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 12,349 shares
    Change vs previous 13F +112 shares

    0.19% of the 13F portfolio, value $1,233,798.

    13F-HR 0001951757-26-000053 filed by Stablepoint Partners, 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 12,237 shares
    Change vs previous 13F -440 shares

    0.19% of the 13F portfolio, value $1,168,241.

    13F-HR 0001951757-25-001247 filed by Stablepoint Partners, 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 12,677 shares
    Change vs previous 13F +448 shares

    0.2% of the 13F portfolio, value $1,156,684.

    13F-HR 0001951757-25-001080 filed by Stablepoint Partners, 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 12,229 shares
    Change vs previous 13F -257 shares

    0.17% of the 13F portfolio, value $957,304.

    13F-HR 0001951757-25-000310 filed by Stablepoint Partners, 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 12,486 shares
    Change vs previous 13F +141 shares

    0.17% of the 13F portfolio, value $924,102.

    13F-HR 0001951757-25-000090 filed by Stablepoint Partners, 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 12,345 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $800,079.

    13F-HR 0001951757-24-001020 filed by Stablepoint Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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