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WIMMER ASSOCIATES 1, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WIMMER ASSOCIATES 1, LLC on SCHW, newest first. How the timeline and the estimate are built.

WIMMER ASSOCIATES 1, LLC held 2,585 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,585 shares
    Change vs previous 13F -325 shares

    0.11% of the 13F portfolio, value $238,518.

    13F-HR 0001104659-26-096978 filed by WIMMER ASSOCIATES 1, LLC
    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 2,910 shares
    Change vs previous 13F -14 shares

    0.13% of the 13F portfolio, value $273,482.

    13F-HR 0001104659-26-062426 filed by WIMMER ASSOCIATES 1, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,924 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $292,137.

    13F-HR 0001104659-26-015385 filed by WIMMER ASSOCIATES 1, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,924 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $279,154.

    13F-HR 0001104659-25-112169 filed by WIMMER ASSOCIATES 1, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,924 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $266,786.

    13F-HR 0001104659-25-078279 filed by WIMMER ASSOCIATES 1, LLC
    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 2,924 shares
    Change vs previous 13F -60 shares

    0.13% of the 13F portfolio, value $252,107.

    13F-HR 0001104659-25-049141 filed by WIMMER ASSOCIATES 1, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,984 shares
    Change vs previous 13F +2,984 shares

    0.11% of the 13F portfolio, value $220,846.

    13F-HR 0001104659-25-013767 filed by WIMMER ASSOCIATES 1, LLC
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001104659-24-118554 filed by WIMMER ASSOCIATES 1, 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.