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LIBERTY SQUARE WEALTH PARTNERS LLC: SCHM position timeline

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

LIBERTY SQUARE WEALTH PARTNERS LLC held 34,375 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,375 shares
    Change vs previous 13F -13,498 shares

    0.3% of the 13F portfolio, value $1,267,406.

    13F-HR 0001951757-26-001202 filed by LIBERTY SQUARE 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 ended2026-03-31
    13F 47,873 shares
    Change vs previous 13F -18,957 shares

    0.41% of the 13F portfolio, value $1,482,148.

    13F-HR 0001951757-26-000787 filed by LIBERTY SQUARE 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 ended2025-12-31
    13F 66,830 shares
    Change vs previous 13F -50,272 shares

    0.57% of the 13F portfolio, value $2,009,578.

    13F-HR 0001951757-26-000420 filed by LIBERTY SQUARE 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 ended2025-09-30
    13F 117,102 shares
    Change vs previous 13F -50,689 shares

    1.07% of the 13F portfolio, value $3,470,903.

    13F-HR 0001951757-25-001294 filed by LIBERTY SQUARE WEALTH PARTNERS 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 167,791 shares
    Change vs previous 13F -35,741 shares

    1.63% of the 13F portfolio, value $4,706,533.

    13F-HR 0001951757-25-000994 filed by LIBERTY SQUARE WEALTH PARTNERS 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 203,532 shares
    Change vs previous 13F -13,632 shares

    2.03% of the 13F portfolio, value $5,332,538.

    13F-HR 0001951757-25-000475 filed by LIBERTY SQUARE WEALTH PARTNERS 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 217,164 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $6,273,868.

    13F-HR 0001951757-25-000275 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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