Skip to content
Disclosery

TITLEIST ASSET MANAGEMENT, LLC: SCHW position timeline

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

TITLEIST ASSET MANAGEMENT, LLC held 0 SCHW shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -7,869 shares

    13F-HR 0001104659-25-106756 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 7,869 shares
    Change vs previous 13F -1,138 shares

    0.07% of the 13F portfolio, value $717,991.

    13F-HR 0001104659-25-076739 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,007 shares
    Change vs previous 13F -878 shares

    0.08% of the 13F portfolio, value $705,035.

    13F-HR 0001104659-25-049171 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 9,885 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $731,591.

    13F-HR 0001104659-25-012581 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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