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FIDELIS iM, LLC: SCHE position timeline

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

FIDELIS iM, LLC held 162,602 SCHE 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 162,602 shares
    Change vs previous 13F +2,697 shares

    2.01% of the 13F portfolio, value $5,895,963.

    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 159,905 shares
    Change vs previous 13F +5,882 shares

    1.99% of the 13F portfolio, value $5,268,855.

    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 154,023 shares
    Change vs previous 13F +62,530 shares

    1.96% of the 13F portfolio, value $5,044,256.

    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 91,493 shares
    Change vs previous 13F -40,066 shares

    1.73% of the 13F portfolio, value $2,789,000.

    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 131,559 shares
    Change vs previous 13F +4,496 shares

    1.76% of the 13F portfolio, value $3,965,196.

    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 127,063 shares
    Change vs previous 13F +26,468 shares

    1.62% of the 13F portfolio, value $3,503,000.

    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 100,595 shares
    Change vs previous 13F -18,882 shares

    1.31% of the 13F portfolio, value $2,678,000.

    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 119,477 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,486,000.

    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).