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VOISARD ASSET MANAGEMENT GROUP, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VOISARD ASSET MANAGEMENT GROUP, INC. on SCHW, newest first. How the timeline and the estimate are built.

VOISARD ASSET MANAGEMENT GROUP, INC. held 3,014 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,014 shares
    Change vs previous 13F -188 shares

    0.05% of the 13F portfolio, value $294,589.

    13F-HR 0002085853-26-001149 filed by VOISARD ASSET MANAGEMENT GROUP, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,202 shares
    Change vs previous 13F -249 shares

    0.06% of the 13F portfolio, value $295,449.

    13F-HR 0002085853-26-000707 filed by VOISARD ASSET MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,451 shares
    Change vs previous 13F -2,403 shares

    0.07% of the 13F portfolio, value $324,325.

    13F-HR 0002085853-26-000360 filed by VOISARD ASSET MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,854 shares
    Change vs previous 13F +26 shares

    0.13% of the 13F portfolio, value $584,874.

    13F-HR 0002085853-26-000057 filed by VOISARD ASSET MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,828 shares
    Change vs previous 13F +25 shares

    0.13% of the 13F portfolio, value $556,400.

    13F-HR 0002085853-25-000077 filed by VOISARD ASSET MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,803 shares
    Change vs previous 13F +58 shares

    0.14% of the 13F portfolio, value $529,466.

    13F-HR 0001667731-25-000776 filed by VOISARD ASSET MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,745 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $449,719.

    13F-HR 0001667731-25-000625 filed by VOISARD ASSET MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,741 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $424,892.

    13F-HR 0001667731-25-000220 filed by VOISARD ASSET MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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