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Disclosery

Twin Lakes Capital Management, LLC: SCHW position timeline

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

Twin Lakes Capital Management, LLC held 65,320 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,320 shares
    Change vs previous 13F -386 shares

    2.3% of the 13F portfolio, value $6,027,061.

    13F-HR 0001847794-26-000003 filed by Twin Lakes Capital Management, 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 65,706 shares
    Change vs previous 13F -770 shares

    2.81% of the 13F portfolio, value $6,175,066.

    13F-HR 0001847794-26-000002 filed by Twin Lakes Capital Management, 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 66,476 shares
    Change vs previous 13F +140 shares

    2.95% of the 13F portfolio, value $6,641,626.

    13F-HR 0001847794-26-000001 filed by Twin Lakes Capital Management, 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 66,336 shares
    Change vs previous 13F -1,343 shares

    2.93% of the 13F portfolio, value $6,333,145.

    13F-HR 0001847794-25-000003 filed by Twin Lakes Capital Management, 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 67,679 shares
    Change vs previous 13F -82 shares

    3.76% of the 13F portfolio, value $6,175,077.

    13F-HR 0001095449-25-000057 filed by Twin Lakes Capital Management, 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 67,761 shares
    Change vs previous 13F -2,217 shares

    3.57% of the 13F portfolio, value $5,304,301.

    13F-HR 0001095449-25-000047 filed by Twin Lakes Capital Management, 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 69,978 shares
    Change vs previous 13F +47 shares

    3.32% of the 13F portfolio, value $5,179,101.

    13F-HR 0001095449-25-000015 filed by Twin Lakes Capital Management, 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 69,931 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $4,532,202.

    13F-HR 0001095449-24-000093 filed by Twin Lakes Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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