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James J. Burns & Company, LLC: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James J. Burns & Company, LLC on SCHM, newest first. How the timeline and the estimate are built.

James J. Burns & Company, LLC held 242,813 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,813 shares
    Change vs previous 13F -276 shares

    0.97% of the 13F portfolio, value $8,952,528.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 243,089 shares
    Change vs previous 13F -1,282 shares

    1.02% of the 13F portfolio, value $7,526,053.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 244,371 shares
    Change vs previous 13F +1,271 shares

    1.01% of the 13F portfolio, value $7,348,223.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 243,100 shares
    Change vs previous 13F +5,878 shares

    1.07% of the 13F portfolio, value $7,205,466.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 237,222 shares
    Change vs previous 13F +14,309 shares

    1.09% of the 13F portfolio, value $6,654,105.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 222,913 shares
    Change vs previous 13F +815 shares

    1.05% of the 13F portfolio, value $5,840,341.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 222,098 shares
    Change vs previous 13F +147,463 shares

    1.07% of the 13F portfolio, value $6,155,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 74,635 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $6,201,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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