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Vermillion & White Wealth Management Group, LLC: SCHW position timeline

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

Vermillion & White Wealth Management Group, LLC held 0 SCHW shares at 2026-03-31 per its 13F-HR/A filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -1,010 shares

    13F-HR/A 0001862443-26-000003 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,010 shares
    Change vs previous 13F +99 shares

    0.05% of the 13F portfolio, value $100,909.

    13F-HR 0001862443-26-000001 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 911 shares
    Change vs previous 13F +45 shares

    0.05% of the 13F portfolio, value $86,973.

    13F-HR 0001862443-25-000007 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 866 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $79,014.

    13F-HR 0002036114-25-000003 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 868 shares
    Change vs previous 13F -41 shares

    0.05% of the 13F portfolio, value $67,947.

    13F-HR 0001862443-25-000004 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 909 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $67,275.

    13F-HR 0001862443-25-000001 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 909 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $58,912.

    13F-HR 0002036114-24-000001 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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