Skip to content
Disclosery

HILLTOP WEALTH ADVISORS, LLC: SCHM position timeline

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

HILLTOP WEALTH ADVISORS, LLC held 152,811 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,811 shares
    Change vs previous 13F +413 shares

    2.82% of the 13F portfolio, value $5,634,148.

    13F-HR 0002085853-26-000997 filed by HILLTOP WEALTH ADVISORS, 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 152,398 shares
    Change vs previous 13F -6,921 shares

    2.83% of the 13F portfolio, value $4,718,244.

    13F-HR 0001786241-26-000003 filed by HILLTOP WEALTH ADVISORS, 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 159,319 shares
    Change vs previous 13F +117 shares

    2.41% of the 13F portfolio, value $4,790,727.

    13F-HR 0001786241-26-000001 filed by HILLTOP WEALTH ADVISORS, 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 159,202 shares
    Change vs previous 13F +1,988 shares

    2.46% of the 13F portfolio, value $4,718,746.

    13F-HR 0001786241-25-000008 filed by HILLTOP WEALTH ADVISORS, 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 157,214 shares
    Change vs previous 13F -366 shares

    2.48% of the 13F portfolio, value $4,409,842.

    13F-HR 0001786241-25-000005 filed by HILLTOP WEALTH ADVISORS, 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 157,580 shares
    Change vs previous 13F -7,720 shares

    2.33% of the 13F portfolio, value $4,128,586.

    13F-HR 0001786241-25-000004 filed by HILLTOP WEALTH ADVISORS, 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 165,300 shares
    Change vs previous 13F +107,845 shares

    2.32% of the 13F portfolio, value $4,580,472.

    13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, 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 57,455 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $4,773,970.

    13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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