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Disclosery

Fortitude Advisory Group L.L.C.: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortitude Advisory Group L.L.C. on SCHM, newest first. How the timeline and the estimate are built.

Fortitude Advisory Group L.L.C. held 32,628 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,628 shares
    Change vs previous 13F +441 shares

    0.42% of the 13F portfolio, value $1,110,017.

    13F-HR 0001928999-26-000006 filed by Fortitude Advisory Group L.L.C.
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,187 shares
    Change vs previous 13F +5 shares

    0.45% of the 13F portfolio, value $1,186,720.

    13F-HR 0001928999-26-000004 filed by Fortitude Advisory Group L.L.C.
    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 32,182 shares
    Change vs previous 13F +17 shares

    0.45% of the 13F portfolio, value $996,355.

    13F-HR 0001928999-26-000003 filed by Fortitude Advisory Group L.L.C.
    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 32,165 shares
    Change vs previous 13F +1,025 shares

    0.41% of the 13F portfolio, value $967,202.

    13F-HR 0001928999-26-000002 filed by Fortitude Advisory Group L.L.C.
    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 31,140 shares
    Change vs previous 13F -515 shares

    0.5% of the 13F portfolio, value $922,990.

    13F-HR 0001928999-25-000006 filed by Fortitude Advisory Group L.L.C.
    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 31,655 shares
    Change vs previous 13F +1,692 shares

    0.51% of the 13F portfolio, value $887,923.

    13F-HR 0001928999-25-000003 filed by Fortitude Advisory Group L.L.C.
    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 29,963 shares
    Change vs previous 13F +127 shares

    0.52% of the 13F portfolio, value $728,101.

    13F-HR 0001928999-25-000002 filed by Fortitude Advisory Group L.L.C.
    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 29,836 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $826,756.

    13F-HR 0001928999-25-000001 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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