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WPG Advisers, LLC: SCHW position timeline

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

WPG Advisers, LLC held 545 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 545 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $50,287.

    13F-HR 0002067343-26-000003 filed by WPG Advisers, 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 562 shares
    Change vs previous 13F -87 shares

    0.04% of the 13F portfolio, value $52,817.

    13F-HR 0002067343-26-000002 filed by WPG Advisers, 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 649 shares
    Change vs previous 13F -37 shares

    0.05% of the 13F portfolio, value $64,842.

    13F-HR 0002067343-26-000001 filed by WPG Advisers, 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 686 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $65,492.

    13F-HR 0002067343-25-000004 filed by WPG Advisers, 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 681 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $62,134.

    13F-HR 0002067343-25-000003 filed by WPG Advisers, 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 667 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $52,213.

    13F-HR 0002067343-25-000002 filed by WPG Advisers, 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 715 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $52,917.

    13F-HR 0002067343-25-000001 filed by WPG Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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