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Disclosery

BURKETT FINANCIAL SERVICES, LLC: SCHM position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 80,975 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 80,975 shares
    Change vs previous 13F -2,151 shares

    0.83% of the 13F portfolio, value $2,754,773.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,126 shares
    Change vs previous 13F -3,399 shares

    0.96% of the 13F portfolio, value $3,064,879.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 86,525 shares
    Change vs previous 13F -1,012 shares

    0.92% of the 13F portfolio, value $2,678,837.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 87,537 shares
    Change vs previous 13F -816 shares

    0.9% of the 13F portfolio, value $2,632,263.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 88,353 shares
    Change vs previous 13F -896 shares

    0.9% of the 13F portfolio, value $2,618,780.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 89,249 shares
    Change vs previous 13F +1,385 shares

    0.9% of the 13F portfolio, value $2,503,428.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 87,864 shares
    Change vs previous 13F -1,472 shares

    0.94% of the 13F portfolio, value $2,302,046.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 89,336 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,475,502.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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