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Disclosery

William Allan Corp: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Allan Corp on SCHW, newest first. How the timeline and the estimate are built.

William Allan Corp held 57,834 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,834 shares
    Change vs previous 13F -466 shares

    2.61% of the 13F portfolio, value $5,336,372.

    13F-HR 0001172661-26-002878 filed by William Allan Corp
    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 58,300 shares
    Change vs previous 13F +911 shares

    3.24% of the 13F portfolio, value $5,479,080.

    13F-HR 0001172661-26-001858 filed by William Allan Corp
    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 57,389 shares
    Change vs previous 13F -1,683 shares

    3.25% of the 13F portfolio, value $5,733,785.

    13F-HR 0001172661-26-000652 filed by William Allan Corp
    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 59,072 shares
    Change vs previous 13F -993 shares

    3.16% of the 13F portfolio, value $5,639,609.

    13F-HR 0001172661-25-004415 filed by William Allan Corp
    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 60,065 shares
    Change vs previous 13F +5,910 shares

    3.19% of the 13F portfolio, value $5,480,367.

    13F-HR 0001172661-25-002845 filed by William Allan Corp
    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 54,155 shares
    Change vs previous 13F +4,219 shares

    2.66% of the 13F portfolio, value $4,239,282.

    13F-HR 0001172661-25-001575 filed by William Allan Corp
    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 49,936 shares
    Change vs previous 13F +781 shares

    2.27% of the 13F portfolio, value $3,695,732.

    13F-HR 0001172661-25-000373 filed by William Allan Corp
    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 49,155 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $3,185,715.

    13F-HR 0001172661-24-004989 filed by William Allan Corp
    Filed (acceptance time not in the bulk data set), ingested

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