Skip to content
Disclosery

Long Island Wealth Management, Inc.: SCHM position timeline

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

Long Island Wealth Management, Inc. held 51,456 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,456 shares
    Change vs previous 13F +9 shares

    0.78% of the 13F portfolio, value $1,897,168.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 51,447 shares
    Change vs previous 13F +1,134 shares

    0.74% of the 13F portfolio, value $1,592,785.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 50,313 shares
    Change vs previous 13F +18 shares

    0.72% of the 13F portfolio, value $1,512,921.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 50,295 shares
    Change vs previous 13F +799 shares

    0.73% of the 13F portfolio, value $1,490,747.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 49,496 shares
    Change vs previous 13F -52,796 shares

    0.72% of the 13F portfolio, value $1,388,350.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 102,292 shares
    Change vs previous 13F +10,506 shares

    1.63% of the 13F portfolio, value $2,680,038.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 91,786 shares
    Change vs previous 13F +48,862 shares

    1.59% of the 13F portfolio, value $2,543,384.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 42,924 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $3,566,584.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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