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Tranquilli Financial Advisor LLC: SCHW position timeline

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

Tranquilli Financial Advisor LLC held 15,329 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,329 shares
    Change vs previous 13F -12 shares

    0.76% of the 13F portfolio, value $1,414,407.

    13F-HR 0001214659-26-009764 filed by Tranquilli Financial Advisor 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 15,341 shares
    Change vs previous 13F -275 shares

    0.84% of the 13F portfolio, value $1,441,747.

    13F-HR 0001214659-26-005880 filed by Tranquilli Financial Advisor 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 15,616 shares
    Change vs previous 13F +163 shares

    0.91% of the 13F portfolio, value $1,560,195.

    13F-HR 0001214659-26-000854 filed by Tranquilli Financial Advisor 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 15,453 shares
    Change vs previous 13F +1,088 shares

    0.87% of the 13F portfolio, value $1,475,298.

    13F-HR 0001214659-25-015582 filed by Tranquilli Financial Advisor 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 14,365 shares
    Change vs previous 13F +26 shares

    0.81% of the 13F portfolio, value $1,310,663.

    13F-HR 0001214659-25-011974 filed by Tranquilli Financial Advisor 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 14,339 shares
    Change vs previous 13F -76 shares

    0.71% of the 13F portfolio, value $1,122,457.

    13F-HR 0001214659-25-007387 filed by Tranquilli Financial Advisor 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 14,415 shares
    Change vs previous 13F -235 shares

    0.68% of the 13F portfolio, value $1,066,854.

    13F-HR 0001214659-25-001346 filed by Tranquilli Financial Advisor 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 14,650 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $949,467.

    13F-HR 0001214659-24-018965 filed by Tranquilli Financial Advisor LLC
    Filed (acceptance time not in the bulk data set), ingested

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