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WestHill Financial Advisors, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestHill Financial Advisors, Inc. on SCHW, newest first. How the timeline and the estimate are built.

WestHill Financial Advisors, Inc. held 2,060 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,060 shares
    Change vs previous 13F -190 shares

    0.03% of the 13F portfolio, value $201,344.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,250 shares
    Change vs previous 13F -436 shares

    0.04% of the 13F portfolio, value $207,608.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, 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 2,686 shares
    Change vs previous 13F -383 shares

    0.05% of the 13F portfolio, value $252,430.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, 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 3,069 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $306,624.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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