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Disclosery

CANANDAIGUA NATIONAL BANK & TRUST CO: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CANANDAIGUA NATIONAL BANK & TRUST CO on SCHW, newest first. How the timeline and the estimate are built.

CANANDAIGUA NATIONAL BANK & TRUST CO held 29,365 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,365 shares
    Change vs previous 13F -124 shares

    0.25% of the 13F portfolio, value $2,870,135.

    13F-HR 0001074266-26-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,489 shares
    Change vs previous 13F +3 shares

    0.23% of the 13F portfolio, value $2,720,950.

    13F-HR 0001074266-26-000003 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,486 shares
    Change vs previous 13F +983 shares

    0.25% of the 13F portfolio, value $2,771,094.

    13F-HR 0000759458-26-000001 filed by CANANDAIGUA NATIONAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,503 shares
    Change vs previous 13F -789 shares

    0.26% of the 13F portfolio, value $2,847,735.

    13F-HR 0001074266-26-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,292 shares
    Change vs previous 13F -192 shares

    0.25% of the 13F portfolio, value $2,796,507.

    13F-HR 0001074266-25-000005 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,484 shares
    Change vs previous 13F -4,226 shares

    0.25% of the 13F portfolio, value $2,690,120.

    13F-HR 0001074266-25-000004 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 33,710 shares
    Change vs previous 13F +534 shares

    0.26% of the 13F portfolio, value $2,638,819.

    13F-HR 0000759458-25-000003 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 33,176 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,455,356.

    13F-HR 0000759458-25-000001 filed by CANANDAIGUA NATIONAL BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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