Skip to content
Disclosery

FIDELIS iM, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDELIS iM, LLC on SCHA, newest first. How the timeline and the estimate are built.

FIDELIS iM, LLC held 840,682 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 840,682 shares
    Change vs previous 13F -7,452 shares

    10.36% of the 13F portfolio, value $30,373,841.

    13F-HR 0001894206-26-000003 filed by FIDELIS iM, 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 848,134 shares
    Change vs previous 13F +25,165 shares

    9.33% of the 13F portfolio, value $24,663,748.

    13F-HR 0001894206-26-000002 filed by FIDELIS iM, 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 822,969 shares
    Change vs previous 13F +661,509 shares

    9.1% of the 13F portfolio, value $23,438,165.

    13F-HR 0001894206-26-000001 filed by FIDELIS iM, 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 161,460 shares
    Change vs previous 13F -573,434 shares

    10.03% of the 13F portfolio, value $16,162,000.

    13F-HR 0001894206-25-000008 filed by FIDELIS iM, 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 734,894 shares
    Change vs previous 13F +5,955 shares

    8.27% of the 13F portfolio, value $18,592,827.

    13F-HR 0001894206-25-000005 filed by FIDELIS iM, 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 728,939 shares
    Change vs previous 13F -35,387 shares

    7.91% of the 13F portfolio, value $17,079,000.

    13F-HR 0001894206-25-000002 filed by FIDELIS iM, 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 764,326 shares
    Change vs previous 13F +344,029 shares

    9.7% of the 13F portfolio, value $19,765,000.

    13F-HR 0001894206-25-000001 filed by FIDELIS iM, 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 420,297 shares
    Change vs previous 13F not available

    9.82% of the 13F portfolio, value $21,645,000.

    13F-HR 0001894206-24-000006 filed by FIDELIS iM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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