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Disclosery

KPP Advisory Services LLC: SCHM position timeline

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

KPP Advisory Services LLC held 15,801 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,801 shares
    Change vs previous 13F -3,755 shares

    0.07% of the 13F portfolio, value $582,573.

    13F-HR 0002085853-26-000853 filed by KPP Advisory Services 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 19,556 shares
    Change vs previous 13F -464 shares

    0.09% of the 13F portfolio, value $605,454.

    13F-HR 0002085853-26-000495 filed by KPP Advisory Services 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 20,020 shares
    Change vs previous 13F -703 shares

    0.09% of the 13F portfolio, value $601,994.

    13F-HR 0002085853-26-000162 filed by KPP Advisory Services 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 20,723 shares
    Change vs previous 13F -20 shares

    0.09% of the 13F portfolio, value $614,233.

    13F-HR 0002085853-25-000214 filed by KPP Advisory Services 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/A 20,743 shares
    Change vs previous 13F +335 shares

    0.1% of the 13F portfolio, value $581,856.

    13F-HR/A 0001667731-25-001015 filed by KPP Advisory Services 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 20,408 shares
    Change vs previous 13F +1,205 shares

    0.1% of the 13F portfolio, value $534,685.

    13F-HR 0001667731-25-000500 filed by KPP Advisory Services 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 19,203 shares
    Change vs previous 13F +13,204 shares

    0.13% of the 13F portfolio, value $532,120.

    13F-HR 0001667731-25-000119 filed by KPP Advisory Services 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 5,999 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $498,439.

    13F-HR 0001989349-24-000002 filed by KPP Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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