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Disclosery

NWAM LLC: SCHM position timeline

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

NWAM LLC held 37,094 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 37,094 shares
    Change vs previous 13F +4,197 shares

    0.07% of the 13F portfolio, value $1,367,652.

    13F-HR 0001655006-26-000005 filed by NWAM 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 32,897 shares
    Change vs previous 13F +267 shares

    0.06% of the 13F portfolio, value $1,018,504.

    13F-HR 0001655006-26-000004 filed by NWAM 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 32,630 shares
    Change vs previous 13F +2,226 shares

    0.06% of the 13F portfolio, value $1,044,169.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 30,404 shares
    Change vs previous 13F +1,066 shares

    0.05% of the 13F portfolio, value $906,650.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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 29,338 shares
    Change vs previous 13F +2,672 shares

    0.05% of the 13F portfolio, value $838,477.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 26,666 shares
    Change vs previous 13F +1,270 shares

    0.06% of the 13F portfolio, value $698,655.

    13F-HR 0001085146-25-002583 filed by NWAM 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 25,396 shares
    Change vs previous 13F +17,054 shares

    0.04% of the 13F portfolio, value $703,716.

    13F-HR 0001085146-25-000766 filed by NWAM 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 8,342 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $693,133.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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