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Disclosery

NorthRock Partners, LLC: SCHM position timeline

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

NorthRock Partners, LLC held 108,241 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,241 shares
    Change vs previous 13F -3,724 shares

    0.06% of the 13F portfolio, value $3,990,857.

    13F-HR 0001172661-26-003263 filed by NorthRock 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 111,965 shares
    Change vs previous 13F -4,002 shares

    0.06% of the 13F portfolio, value $3,466,451.

    13F-HR 0001172661-26-002224 filed by NorthRock 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 115,967 shares
    Change vs previous 13F +425 shares

    0.06% of the 13F portfolio, value $3,487,153.

    13F-HR 0001172661-26-001063 filed by NorthRock 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 115,542 shares
    Change vs previous 13F +55,935 shares

    0.06% of the 13F portfolio, value $3,424,656.

    13F-HR 0001172661-25-004787 filed by NorthRock 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/A 59,607 shares
    Change vs previous 13F -1,619 shares

    0.04% of the 13F portfolio, value $1,671,982.

    13F-HR/A 0001172661-25-004912 filed by NorthRock 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 61,226 shares
    Change vs previous 13F -12,195 shares

    0.05% of the 13F portfolio, value $1,604,133.

    13F-HR 0001398344-25-008966 filed by NorthRock 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/A 73,421 shares
    Change vs previous 13F +49,004 shares

    0.07% of the 13F portfolio, value $2,034,509.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 24,417 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,028,805.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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