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Disclosery

Charles Schwab Trust Co: JELD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on JELD, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 3,033,817 JELD 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 3,033,817 shares
    Change vs previous 13F -1,228,291 shares

    <0.01% of the 13F portfolio, value $4,550,726.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 4,262,108 shares
    Change vs previous 13F -167,390 shares

    <0.01% of the 13F portfolio, value $5,285,014.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 4,429,498 shares
    Change vs previous 13F +840,034 shares

    <0.01% of the 13F portfolio, value $10,896,565.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 3,589,464 shares
    Change vs previous 13F +489,804 shares

    <0.01% of the 13F portfolio, value $17,624,268.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 3,099,660 shares
    Change vs previous 13F +609,711 shares

    <0.01% of the 13F portfolio, value $12,150,667.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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/A 2,489,949 shares
    Change vs previous 13F +264,510 shares

    <0.01% of the 13F portfolio, value $14,864,996.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 2,225,439 shares
    Change vs previous 13F +220,815 shares

    <0.01% of the 13F portfolio, value $18,226,345.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 2,004,624 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,693,105.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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