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WOLFF WIESE MAGANA LLC: SCHW position timeline

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

WOLFF WIESE MAGANA LLC held 22,487 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,487 shares
    Change vs previous 13F -61 shares

    0.95% of the 13F portfolio, value $2,074,865.

    13F-HR 0001832097-26-000003 filed by WOLFF WIESE MAGANA 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 22,548 shares
    Change vs previous 13F +62 shares

    1.17% of the 13F portfolio, value $2,119,099.

    13F-HR 0001832097-26-000002 filed by WOLFF WIESE MAGANA 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 22,486 shares
    Change vs previous 13F +4,586 shares

    1.23% of the 13F portfolio, value $2,246,571.

    13F-HR 0001832097-26-000001 filed by WOLFF WIESE MAGANA 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 17,900 shares
    Change vs previous 13F +783 shares

    0.97% of the 13F portfolio, value $1,708,892.

    13F-HR 0001832097-25-000010 filed by WOLFF WIESE MAGANA 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 17,117 shares
    Change vs previous 13F +13 shares

    0.97% of the 13F portfolio, value $1,561,725.

    13F-HR 0001832097-25-000008 filed by WOLFF WIESE MAGANA 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 17,104 shares
    Change vs previous 13F +12,807 shares

    0.91% of the 13F portfolio, value $1,338,867.

    13F-HR 0001832097-25-000005 filed by WOLFF WIESE MAGANA 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 4,297 shares
    Change vs previous 13F +4,235 shares

    0.21% of the 13F portfolio, value $318,053.

    13F-HR 0001832097-25-000001 filed by WOLFF WIESE MAGANA 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 62 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,044.

    13F-HR 0001832097-24-000009 filed by WOLFF WIESE MAGANA LLC
    Filed (acceptance time not in the bulk data set), ingested

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