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Disclosery

BIRCHBROOK, INC.: SCHM position timeline

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

BIRCHBROOK, INC. held 145,601 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,601 shares
    Change vs previous 13F -10,518 shares

    2.52% of the 13F portfolio, value $5,368,314.

    13F-HR 0002071468-26-000004 filed by BIRCHBROOK, INC.
    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 156,119 shares
    Change vs previous 13F -2,935 shares

    2.37% of the 13F portfolio, value $4,833,446.

    13F-HR 0002071468-26-000003 filed by BIRCHBROOK, INC.
    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 159,054 shares
    Change vs previous 13F -3,787 shares

    2.38% of the 13F portfolio, value $4,782,759.

    13F-HR 0002071468-26-000001 filed by BIRCHBROOK, INC.
    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 162,841 shares
    Change vs previous 13F -3,043 shares

    2.5% of the 13F portfolio, value $4,826,612.

    13F-HR 0002071468-25-000014 filed by BIRCHBROOK, INC.
    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 165,884 shares
    Change vs previous 13F -19,302 shares

    2.49% of the 13F portfolio, value $4,653,033.

    13F-HR 0002071468-25-000013 filed by BIRCHBROOK, INC.
    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 185,186 shares
    Change vs previous 13F -17,300 shares

    2.73% of the 13F portfolio, value $4,851,868.

    13F-HR 0002071468-25-000006 filed by BIRCHBROOK, INC.
    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 202,486 shares
    Change vs previous 13F +133,376 shares

    3.19% of the 13F portfolio, value $5,610,875.

    13F-HR 0002071468-25-000005 filed by BIRCHBROOK, INC.
    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 69,110 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,742,369.

    13F-HR 0002071468-25-000004 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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