Skip to content
Disclosery

Talbot Financial, LLC: SCHW position timeline

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

Talbot Financial, LLC held 247,559 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,559 shares
    Change vs previous 13F +5,393 shares

    1.68% of the 13F portfolio, value $22,842,303.

    13F-HR 0001966180-26-000004 filed by Talbot Financial, 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 242,166 shares
    Change vs previous 13F +50,544 shares

    1.91% of the 13F portfolio, value $22,758,725.

    13F-HR 0001966180-26-000003 filed by Talbot Financial, 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 191,622 shares
    Change vs previous 13F -1,069 shares

    1.58% of the 13F portfolio, value $19,144,958.

    13F-HR 0001966180-26-000002 filed by Talbot Financial, 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 192,691 shares
    Change vs previous 13F +8,117 shares

    1.56% of the 13F portfolio, value $18,396,208.

    13F-HR 0001966180-25-000006 filed by Talbot Financial, 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 184,574 shares
    Change vs previous 13F +25,913 shares

    1.59% of the 13F portfolio, value $16,840,555.

    13F-HR 0001966180-25-000004 filed by Talbot Financial, 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 158,661 shares
    Change vs previous 13F -3,420 shares

    1.56% of the 13F portfolio, value $12,419,961.

    13F-HR 0001966180-25-000003 filed by Talbot Financial, 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 162,081 shares
    Change vs previous 13F -1,559 shares

    1.43% of the 13F portfolio, value $11,995,609.

    13F-HR 0001966180-25-000001 filed by Talbot Financial, 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 163,640 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $10,605,483.

    13F-HR 0001966180-24-000005 filed by Talbot Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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