Skip to content
Disclosery

WNY Asset Management, LLC: SCHW position timeline

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

WNY Asset Management, LLC held 5,978 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,978 shares
    Change vs previous 13F +145 shares

    0.05% of the 13F portfolio, value $551,624.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 5,833 shares
    Change vs previous 13F -10 shares

    0.06% of the 13F portfolio, value $548,165.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,843 shares
    Change vs previous 13F -488 shares

    0.05% of the 13F portfolio, value $557,850.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,331 shares
    Change vs previous 13F -101 shares

    0.06% of the 13F portfolio, value $577,637.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,432 shares
    Change vs previous 13F -386 shares

    0.06% of the 13F portfolio, value $503,470.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 6,818 shares
    Change vs previous 13F -1,032 shares

    0.06% of the 13F portfolio, value $504,603.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,850 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $508,758.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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