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TWIN CITY PRIVATE WEALTH, LLC: SCHW position timeline

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

TWIN CITY PRIVATE WEALTH, LLC held 34,446 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,446 shares
    Change vs previous 13F +264 shares

    2.23% of the 13F portfolio, value $3,178,328.

    13F-HR 0001398344-26-014206 filed by TWIN CITY PRIVATE WEALTH, 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 34,182 shares
    Change vs previous 13F +842 shares

    2.44% of the 13F portfolio, value $3,212,395.

    13F-HR 0001398344-26-007184 filed by TWIN CITY PRIVATE WEALTH, 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 33,340 shares
    Change vs previous 13F +1,659 shares

    2.52% of the 13F portfolio, value $3,331,026.

    13F-HR 0001398344-26-003119 filed by TWIN CITY PRIVATE WEALTH, 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 31,681 shares
    Change vs previous 13F +648 shares

    2.36% of the 13F portfolio, value $3,024,563.

    13F-HR 0001398344-25-020234 filed by TWIN CITY PRIVATE WEALTH, 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 31,033 shares
    Change vs previous 13F +1,665 shares

    2.31% of the 13F portfolio, value $2,831,440.

    13F-HR 0001398344-25-014448 filed by TWIN CITY PRIVATE WEALTH, 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 29,368 shares
    Change vs previous 13F -3,209 shares

    2.02% of the 13F portfolio, value $2,298,946.

    13F-HR 0001398344-25-009093 filed by TWIN CITY PRIVATE WEALTH, 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 32,577 shares
    Change vs previous 13F -735 shares

    2.13% of the 13F portfolio, value $2,411,043.

    13F-HR 0001398344-25-002430 filed by TWIN CITY PRIVATE WEALTH, 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 33,312 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,158,976.

    13F-HR 0001398344-24-020894 filed by TWIN CITY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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