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CONTINUUM WEALTH ADVISORS, LLC: SCHM position timeline

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

CONTINUUM WEALTH ADVISORS, LLC held 19,849 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,849 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $731,833.

    13F-HR 0001966482-26-000003 filed by CONTINUUM WEALTH ADVISORS, 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 19,849 shares
    Change vs previous 13F -522 shares

    0.25% of the 13F portfolio, value $614,525.

    13F-HR 0001966482-26-000002 filed by CONTINUUM WEALTH ADVISORS, 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 20,371 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $612,556.

    13F-HR 0001966482-26-000001 filed by CONTINUUM WEALTH ADVISORS, 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 20,371 shares
    Change vs previous 13F -200 shares

    0.26% of the 13F portfolio, value $603,796.

    13F-HR 0001966482-25-000007 filed by CONTINUUM WEALTH ADVISORS, 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 20,571 shares
    Change vs previous 13F -840 shares

    0.28% of the 13F portfolio, value $577,017.

    13F-HR 0001966482-25-000005 filed by CONTINUUM WEALTH ADVISORS, 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 21,411 shares
    Change vs previous 13F -2,417 shares

    0.29% of the 13F portfolio, value $560,968.

    13F-HR 0001966482-25-000002 filed by CONTINUUM WEALTH ADVISORS, 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 23,828 shares
    Change vs previous 13F +15,864 shares

    0.33% of the 13F portfolio, value $660,274.

    13F-HR 0001966482-25-000001 filed by CONTINUUM WEALTH ADVISORS, 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 7,964 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $661,729.

    13F-HR 0001966482-24-000004 filed by CONTINUUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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