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LOOMIS SAYLES & CO L P: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOOMIS SAYLES & CO L P on SCHW, newest first. How the timeline and the estimate are built.

LOOMIS SAYLES & CO L P held 455 SCHW 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 455 shares
    Change vs previous 13F +178 shares

    <0.01% of the 13F portfolio, value $41,983.

    13F-HR 0000312348-26-000034 filed by LOOMIS SAYLES & CO L P
    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 277 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $26,032.

    13F-HR 0000312348-26-000026 filed by LOOMIS SAYLES & CO L P
    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 385 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $38,465.

    13F-HR 0000312348-26-000014 filed by LOOMIS SAYLES & CO L P
    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 399 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $38,093.

    13F-HR 0000312348-25-000035 filed by LOOMIS SAYLES & CO L P
    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 392 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $35,766.

    13F-HR 0000312348-25-000028 filed by LOOMIS SAYLES & CO L P
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -550 shares

    13F-HR 0000312348-25-000014 filed by LOOMIS SAYLES & CO L P
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 550 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,000.

    13F-HR 0000312348-24-000037 filed by LOOMIS SAYLES & CO L P
    Filed (acceptance time not in the bulk data set), ingested

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