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UHLMANN PRICE SECURITIES, LLC: SCHW position timeline

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

UHLMANN PRICE SECURITIES, LLC held 22,467 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,467 shares
    Change vs previous 13F +50 shares

    0.08% of the 13F portfolio, value $2,072,825.

    13F-HR 0001035344-26-000004 filed by UHLMANN PRICE SECURITIES, 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 22,417 shares
    Change vs previous 13F +9,427 shares

    0.14% of the 13F portfolio, value $2,122,714.

    13F-HR 0001035344-26-000003 filed by UHLMANN PRICE SECURITIES, 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 12,990 shares
    Change vs previous 13F +23 shares

    0.77% of the 13F portfolio, value $1,298,018.

    13F-HR 0001035344-26-000001 filed by UHLMANN PRICE SECURITIES, 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 12,967 shares
    Change vs previous 13F +2,235 shares

    0.76% of the 13F portfolio, value $1,237,595.

    13F-HR 0001035344-25-000006 filed by UHLMANN PRICE SECURITIES, 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 10,732 shares
    Change vs previous 13F -2,026 shares

    0.7% of the 13F portfolio, value $979,253.

    13F-HR 0001085146-25-004253 filed by UHLMANN PRICE SECURITIES, 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 12,758 shares
    Change vs previous 13F +180 shares

    0.74% of the 13F portfolio, value $999,190.

    13F-HR 0001085146-25-003904 filed by UHLMANN PRICE SECURITIES, 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 12,578 shares
    Change vs previous 13F +35 shares

    0.7% of the 13F portfolio, value $930,767.

    13F-HR 0001085146-25-003903 filed by UHLMANN PRICE SECURITIES, 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 12,543 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $813,022.

    13F-HR 0001085146-25-004309 filed by UHLMANN PRICE SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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