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AllSquare Wealth Management LLC: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllSquare Wealth Management LLC on SCHE, newest first. How the timeline and the estimate are built.

AllSquare Wealth Management LLC held 83,244 SCHE shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 83,244 shares
    Change vs previous 13F +543 shares

    1.47% of the 13F portfolio, value $2,777,837.

    13F-HR 0001633674-26-000005 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 82,701 shares
    Change vs previous 13F -700 shares

    1.4% of the 13F portfolio, value $2,492,595.

    13F-HR 0001633674-25-000003 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 83,401 shares
    Change vs previous 13F -4,693 shares

    1.37% of the 13F portfolio, value $2,299,353.

    13F-HR 0001633674-25-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 88,094 shares
    Change vs previous 13F +92 shares

    1.35% of the 13F portfolio, value $2,345,931.

    13F-HR 0001633674-25-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 88,002 shares
    Change vs previous 13F +3,739 shares

    1.46% of the 13F portfolio, value $2,567,885.

    13F-HR 0001633674-24-000005 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 84,263 shares
    Change vs previous 13F +320 shares

    1.34% of the 13F portfolio, value $2,238,013.

    13F-HR 0001633674-24-000003 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 83,943 shares
    Change vs previous 13F -940 shares

    1.24% of the 13F portfolio, value $2,119,563.

    13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 84,883 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,104,252.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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