Skip to content
Disclosery

Cassilly Financial Group LLC: SCHM position timeline

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

Cassilly Financial Group LLC held 55,770 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,770 shares
    Change vs previous 13F +10,436 shares

    1.27% of the 13F portfolio, value $1,897,307.

    13F-HR 0002090777-26-000007 filed by Cassilly Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 45,334 shares
    Change vs previous 13F +4,380 shares

    1.21% of the 13F portfolio, value $1,671,465.

    13F-HR/A 0002090777-26-000005 filed by Cassilly Financial Group 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 40,954 shares
    Change vs previous 13F +2,562 shares

    1.1% of the 13F portfolio, value $1,267,936.

    13F-HR 0002090777-26-000003 filed by Cassilly Financial Group 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 38,392 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,154,447.

    13F-HR 0002090777-26-000002 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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