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COLLECTIVE FAMILY OFFICE LLC: SCHM position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 55,287 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,287 shares
    Change vs previous 13F -596 shares

    0.39% of the 13F portfolio, value $1,880,856.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,883 shares
    Change vs previous 13F -890 shares

    0.42% of the 13F portfolio, value $2,060,397.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE 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 56,773 shares
    Change vs previous 13F -981 shares

    0.4% of the 13F portfolio, value $1,757,685.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE 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 57,754 shares
    Change vs previous 13F -2,845 shares

    0.4% of the 13F portfolio, value $1,736,656.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE 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 60,599 shares
    Change vs previous 13F -247 shares

    0.43% of the 13F portfolio, value $1,796,147.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE 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 60,846 shares
    Change vs previous 13F -689 shares

    0.44% of the 13F portfolio, value $1,706,724.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE 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 61,535 shares
    Change vs previous 13F -5,772 shares

    0.44% of the 13F portfolio, value $1,612,211.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE 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 67,307 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,865,070.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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