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Disclosery

Dakota Wealth Management: SCHM position timeline

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

Dakota Wealth Management held 47,712 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,712 shares
    Change vs previous 13F -741 shares

    0.03% of the 13F portfolio, value $1,759,154.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 48,453 shares
    Change vs previous 13F -68,377 shares

    0.03% of the 13F portfolio, value $1,500,099.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 116,830 shares
    Change vs previous 13F +66,702 shares

    0.06% of the 13F portfolio, value $3,513,068.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 50,128 shares
    Change vs previous 13F -514 shares

    0.03% of the 13F portfolio, value $1,485,788.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 50,642 shares
    Change vs previous 13F -24,248 shares

    0.03% of the 13F portfolio, value $1,420,529.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 74,890 shares
    Change vs previous 13F -6,260 shares

    0.05% of the 13F portfolio, value $1,962,117.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 81,150 shares
    Change vs previous 13F +53,833 shares

    0.05% of the 13F portfolio, value $2,248,661.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 27,317 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,269,769.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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