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Disclosery

Simmons Bank: SCHW position timeline

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

Simmons Bank held 25,706 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,706 shares
    Change vs previous 13F -2,165 shares

    0.14% of the 13F portfolio, value $2,371,892.

    13F-HR 0001193125-26-328871 filed by Simmons Bank
    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 27,871 shares
    Change vs previous 13F +2,043 shares

    0.18% of the 13F portfolio, value $2,619,322.

    13F-HR 0001193125-26-173397 filed by Simmons Bank
    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 25,828 shares
    Change vs previous 13F +22,694 shares

    0.17% of the 13F portfolio, value $2,580,470.

    13F-HR 0001193125-26-037903 filed by Simmons Bank
    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 3,134 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $299,203.

    13F-HR 0001193125-25-264360 filed by Simmons Bank
    Filed (acceptance time not in the bulk data set), ingested

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