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Disclosery

Heritage Wealth Partners, LLC: SCHM position timeline

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

Heritage Wealth Partners, LLC held 15,007 SCHM shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 15,007 shares
    Change vs previous 13F +45 shares

    0.6% of the 13F portfolio, value $393,187.

    13F-HR 0001963794-25-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 14,962 shares
    Change vs previous 13F +9,995 shares

    0.52% of the 13F portfolio, value $414,604.

    13F-HR 0001963794-25-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,967 shares
    Change vs previous 13F +35 shares

    0.49% of the 13F portfolio, value $412,728.

    13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 4,932 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $383,847.

    13F-HR 0001963794-24-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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