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Disclosery

MBA Advisors LLC: SCHM position timeline

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

MBA Advisors LLC held 39,680 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,680 shares
    Change vs previous 13F -35,168 shares

    0.5% of the 13F portfolio, value $1,463,001.

    13F-HR 0001848704-26-000003 filed by MBA 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 74,848 shares
    Change vs previous 13F -1,257 shares

    0.89% of the 13F portfolio, value $2,317,309.

    13F-HR 0001848704-26-000002 filed by MBA 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 76,105 shares
    Change vs previous 13F -1,250 shares

    0.92% of the 13F portfolio, value $2,288,476.

    13F-HR 0001848704-26-000001 filed by MBA 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 77,355 shares
    Change vs previous 13F -1,054 shares

    0.98% of the 13F portfolio, value $2,292,804.

    13F-HR 0001848704-25-000002 filed by MBA 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 78,409 shares
    Change vs previous 13F -9,519 shares

    1.02% of the 13F portfolio, value $2,199,362.

    13F-HR 0001085146-25-003959 filed by MBA 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 87,928 shares
    Change vs previous 13F -1,859 shares

    1.14% of the 13F portfolio, value $2,303,711.

    13F-HR 0001085146-25-002414 filed by MBA 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 89,787 shares
    Change vs previous 13F +59,506 shares

    1.26% of the 13F portfolio, value $2,488,006.

    13F-HR 0001085146-25-000583 filed by MBA 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 30,281 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,516,086.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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