Skip to content
Disclosery

Beacon Bridge Wealth Partners, LLC: SCHM position timeline

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

Beacon Bridge Wealth Partners, LLC held 131,105 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,105 shares
    Change vs previous 13F +4,667 shares

    1.38% of the 13F portfolio, value $4,833,836.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge Wealth Partners, LLC
    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 126,438 shares
    Change vs previous 13F +827 shares

    1.31% of the 13F portfolio, value $3,914,524.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 125,611 shares
    Change vs previous 13F +1,936 shares

    1.25% of the 13F portfolio, value $3,777,114.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge Wealth Partners, LLC
    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 123,675 shares
    Change vs previous 13F +2,364 shares

    1.3% of the 13F portfolio, value $3,665,732.

    13F-HR 0001765380-25-000438 filed by Beacon Bridge Wealth Partners, LLC
    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 121,311 shares
    Change vs previous 13F +2,531 shares

    1.35% of the 13F portfolio, value $3,402,775.

    13F-HR 0001765380-25-000264 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 118,780 shares
    Change vs previous 13F +8,543 shares

    1.33% of the 13F portfolio, value $3,112,040.

    13F-HR 0001765380-25-000186 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 110,237 shares
    Change vs previous 13F +73,366 shares

    1.3% of the 13F portfolio, value $3,054,676.

    13F-HR 0001765380-25-000037 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 36,871 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,063,645.

    13F-HR 0001765380-24-000431 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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