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NAPLES GLOBAL ADVISORS, LLC: SCHM position timeline

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

NAPLES GLOBAL ADVISORS, LLC held 41,851 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,851 shares
    Change vs previous 13F +755 shares

    0.1% of the 13F portfolio, value $1,543,047.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL 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 41,096 shares
    Change vs previous 13F +1,513 shares

    0.09% of the 13F portfolio, value $1,272,333.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 39,583 shares
    Change vs previous 13F +1,486 shares

    0.09% of the 13F portfolio, value $1,190,261.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 38,097 shares
    Change vs previous 13F -1,143 shares

    0.09% of the 13F portfolio, value $1,129,196.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 39,240 shares
    Change vs previous 13F -10 shares

    0.09% of the 13F portfolio, value $1,100,682.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL 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 39,250 shares
    Change vs previous 13F -5,872 shares

    0.1% of the 13F portfolio, value $1,028,350.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL 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 45,122 shares
    Change vs previous 13F +29,470 shares

    0.12% of the 13F portfolio, value $1,250,331.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL 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 15,652 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,300,525.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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