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Charles Schwab Trust Co: LION position timeline

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

Charles Schwab Trust Co held 2,167,403 LION 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 2,167,403 shares
    Change vs previous 13F +142,889 shares

    <0.01% of the 13F portfolio, value $33,182,940.

    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 2,024,514 shares
    Change vs previous 13F -41,868 shares

    <0.01% of the 13F portfolio, value $19,415,089.

    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 2,066,382 shares
    Change vs previous 13F -187,357 shares

    <0.01% of the 13F portfolio, value $18,866,068.

    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 2,253,739 shares
    Change vs previous 13F -124,917 shares

    <0.01% of the 13F portfolio, value $15,550,799.

    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 2,378,656 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,819,991.

    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).