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Disclosery

PITCAIRN CO: SCHW position timeline

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

PITCAIRN CO held 9,258 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,258 shares
    Change vs previous 13F +9,258 shares

    0.09% of the 13F portfolio, value $854,230.

    13F-HR 0001398344-26-013906 filed by Pitcairn Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -7,800 shares

    13F-HR 0001398344-26-002817 filed by PITCAIRN CO
    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.

  3. period ended2025-09-30
    13F 7,800 shares
    Change vs previous 13F -2,106 shares

    0.06% of the 13F portfolio, value $744,666.

    13F-HR 0001398344-25-020811 filed by PITCAIRN CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 9,906 shares
    Change vs previous 13F -571 shares

    0.06% of the 13F portfolio, value $903,823.

    13F-HR/A 0001398344-25-016064 filed by PITCAIRN CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,477 shares
    Change vs previous 13F +146 shares

    0.05% of the 13F portfolio, value $820,140.

    13F-HR 0001398344-25-009070 filed by PITCAIRN CO
    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 10,331 shares
    Change vs previous 13F +421 shares

    0.05% of the 13F portfolio, value $764,597.

    13F-HR 0001398344-25-002577 filed by PITCAIRN CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,910 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $642,267.

    13F-HR 0001398344-24-020506 filed by PITCAIRN CO
    Filed (acceptance time not in the bulk data set), ingested

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