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NBZ Investment Advisors LLC: SCHM position timeline

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

NBZ Investment Advisors LLC held 58,113 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,113 shares
    Change vs previous 13F -203 shares

    0.84% of the 13F portfolio, value $2,142,638.

    13F-HR 0001398344-26-014304 filed by NBZ Investment 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 58,316 shares
    Change vs previous 13F -167 shares

    0.79% of the 13F portfolio, value $1,805,472.

    13F-HR 0001398344-26-008218 filed by NBZ Investment 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 58,483 shares
    Change vs previous 13F +109 shares

    0.77% of the 13F portfolio, value $1,758,571.

    13F-HR 0001398344-26-001994 filed by NBZ Investment 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 58,374 shares
    Change vs previous 13F +191 shares

    0.91% of the 13F portfolio, value $1,730,204.

    13F-HR 0001398344-25-020740 filed by NBZ Investment 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 58,183 shares
    Change vs previous 13F -2,148 shares

    0.93% of the 13F portfolio, value $1,632,025.

    13F-HR 0001398344-25-014441 filed by NBZ Investment 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 60,331 shares
    Change vs previous 13F -1,430 shares

    0.91% of the 13F portfolio, value $1,580,685.

    13F-HR 0001398344-25-009079 filed by NBZ Investment 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 61,761 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,711,388.

    13F-HR 0001398344-25-002487 filed by NBZ Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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