Tumwater Wealth Management, LLC: SCHW position timeline

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

Tumwater Wealth Management, LLC held 2,228 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F 2,228 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $205,578.
13F-HR 0002085853-26-000783 filed by Tumwater Wealth Management, LLC
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,228 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $209,387.
13F-HR 0002085853-26-000434 filed by Tumwater Wealth Management, LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,228 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $222,599.
13F-HR 0002085853-26-000142 filed by Tumwater Wealth Management, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,228 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $212,707.
13F-HR 0002085853-25-000256 filed by Tumwater Wealth Management, LLC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,228 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $203,283.
13F-HR 0001667731-25-001098 filed by Tumwater Wealth Management, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).