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Disclosery

Grantvest Financial Group LLC: SCHM position timeline

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

Grantvest Financial Group LLC held 32,823 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 32,823 shares
    Change vs previous 13F -300 shares

    0.7% of the 13F portfolio, value $1,210,184.

    13F-HR 0002055216-26-000003 filed by Grantvest Financial Group 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 33,123 shares
    Change vs previous 13F -1,305 shares

    0.66% of the 13F portfolio, value $1,025,488.

    13F-HR 0002055216-26-000002 filed by Grantvest Financial Group 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 34,428 shares
    Change vs previous 13F -544 shares

    0.66% of the 13F portfolio, value $1,035,250.

    13F-HR 0002055216-26-000001 filed by Grantvest Financial Group 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 34,972 shares
    Change vs previous 13F -784 shares

    0.72% of the 13F portfolio, value $1,036,570.

    13F-HR 0002055216-25-000006 filed by Grantvest Financial Group 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 35,756 shares
    Change vs previous 13F -970 shares

    0.74% of the 13F portfolio, value $1,002,956.

    13F-HR 0002055216-25-000003 filed by Grantvest Financial Group 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 36,726 shares
    Change vs previous 13F -908 shares

    0.78% of the 13F portfolio, value $962,221.

    13F-HR 0002055216-25-000002 filed by Grantvest Financial Group 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 37,634 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,042,838.

    13F-HR 0002055216-25-000001 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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