Skip to content
Disclosery

Western Pacific Wealth Management, LP: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Pacific Wealth Management, LP on SCHW, newest first. How the timeline and the estimate are built.

Western Pacific Wealth Management, LP held 6,960 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,960 shares
    Change vs previous 13F +1,545 shares

    0.58% of the 13F portfolio, value $642,199.

    13F-HR 0001104659-26-092621 filed by Western Pacific Wealth Management, LP
    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 5,415 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $508,902.

    13F-HR 0001104659-26-044774 filed by Western Pacific Wealth Management, LP
    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 5,415 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $541,013.

    13F-HR 0001104659-26-010210 filed by Western Pacific Wealth Management, LP
    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 5,415 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $516,970.

    13F-HR 0001104659-25-101147 filed by Western Pacific Wealth Management, LP
    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 5,415 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $494,065.

    13F-HR 0001104659-25-066955 filed by Western Pacific Wealth Management, LP
    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 5,415 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $423,886.

    13F-HR 0001104659-25-035904 filed by Western Pacific Wealth Management, LP
    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 5,415 shares
    Change vs previous 13F +1,130 shares

    0.32% of the 13F portfolio, value $400,764.

    13F-HR 0001104659-25-005890 filed by Western Pacific Wealth Management, LP
    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 4,285 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $277,711.

    13F-HR 0001104659-24-113036 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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