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Tranquility Partners, LLC: SCHW position timeline

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

Tranquility Partners, LLC held 9,789 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,789 shares
    Change vs previous 13F -1,083 shares

    0.31% of the 13F portfolio, value $903,192.

    13F-HR 0002085853-26-000814 filed by Tranquility 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 10,872 shares
    Change vs previous 13F +26 shares

    0.39% of the 13F portfolio, value $1,021,710.

    13F-HR 0002085853-26-000420 filed by Tranquility 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 10,846 shares
    Change vs previous 13F -4,561 shares

    0.39% of the 13F portfolio, value $1,083,581.

    13F-HR 0002085853-26-000174 filed by Tranquility 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 15,407 shares
    Change vs previous 13F -1,694 shares

    0.5% of the 13F portfolio, value $1,470,866.

    13F-HR 0002085853-25-000197 filed by Tranquility 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 17,101 shares
    Change vs previous 13F -14 shares

    0.56% of the 13F portfolio, value $1,560,256.

    13F-HR 0001667731-25-000962 filed by Tranquility 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 17,115 shares
    Change vs previous 13F -249 shares

    0.52% of the 13F portfolio, value $1,339,729.

    13F-HR 0001667731-25-000514 filed by Tranquility 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 17,364 shares
    Change vs previous 13F -911 shares

    0.48% of the 13F portfolio, value $1,285,146.

    13F-HR 0001667731-25-000171 filed by Tranquility 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 18,275 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,184,375.

    13F-HR 0001783773-24-000004 filed by Tranquility Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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