Skip to content
Disclosery

Stonebrook Private Inc.: SCHW position timeline

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

Stonebrook Private Inc. held 2,679 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 2,679 shares
    Change vs previous 13F +450 shares

    0.05% of the 13F portfolio, value $247,152.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 2,229 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $209,458.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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