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Disclosery

TRUST POINT INC.: SCHW position timeline

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

TRUST POINT INC. held 9,322 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,322 shares
    Change vs previous 13F -190 shares

    0.07% of the 13F portfolio, value $860,144.

    13F-HR 0001635633-26-000005 filed by TRUST POINT 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 9,512 shares
    Change vs previous 13F +1,982 shares

    0.08% of the 13F portfolio, value $893,939.

    13F-HR 0001635633-26-000004 filed by TRUST POINT INC.
    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 7,530 shares
    Change vs previous 13F +124 shares

    0.06% of the 13F portfolio, value $752,325.

    13F-HR 0001635633-26-000001 filed by TRUST POINT INC.
    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 7,406 shares
    Change vs previous 13F +24 shares

    0.06% of the 13F portfolio, value $707,052.

    13F-HR 0001635633-25-000009 filed by TRUST POINT INC.
    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 7,382 shares
    Change vs previous 13F +1,569 shares

    0.06% of the 13F portfolio, value $673,533.

    13F-HR 0001635633-25-000004 filed by TRUST POINT INC.
    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 5,813 shares
    Change vs previous 13F -1,706 shares

    0.04% of the 13F portfolio, value $455,042.

    13F-HR 0001635633-25-000003 filed by TRUST POINT INC.
    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 7,519 shares
    Change vs previous 13F +1,152 shares

    0.04% of the 13F portfolio, value $556,504.

    13F-HR 0001635633-25-000001 filed by TRUST POINT INC.
    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 6,367 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $412,664.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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