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RE Dickinson Investment Advisors, LLC: SCHM position timeline

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

RE Dickinson Investment Advisors, LLC held 298,027 SCHM shares at 2024-12-31 per its 13F-HR/A filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F/A 298,027 shares
    Change vs previous 13F +195,982 shares

    4.66% of the 13F portfolio, value $82,583.

    13F-HR/A 0001801241-25-000002 filed by RE Dickinson 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 ended2024-09-30
    13F 102,045 shares
    Change vs previous 13F +2,499 shares

    4.78% of the 13F portfolio, value $8,478,894.

    13F-HR 0001801241-24-000007 filed by RE Dickinson 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 ended2024-06-30
    13F 99,546 shares
    Change vs previous 13F +1,524 shares

    4.71% of the 13F portfolio, value $7,753,623.

    13F-HR 0001801241-24-000005 filed by RE Dickinson 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 ended2024-03-31
    13F 98,022 shares
    Change vs previous 13F +8,091 shares

    4.99% of the 13F portfolio, value $7,982,000.

    13F-HR 0001801241-24-000004 filed by RE Dickinson 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 ended2023-12-31
    13F 89,931 shares
    Change vs previous 13F +182 shares

    4.5% of the 13F portfolio, value $6,774,000.

    13F-HR 0001801241-24-000002 filed by RE Dickinson 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 ended2023-09-30
    13F 89,749 shares
    Change vs previous 13F -1,221 shares

    4.26% of the 13F portfolio, value $6,074,000.

    13F-HR 0001801241-23-000007 filed by RE Dickinson 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 ended2023-06-30
    13F 90,970 shares
    Change vs previous 13F +767 shares

    2.37% of the 13F portfolio, value $6,462,000.

    13F-HR 0001801241-23-000005 filed by RE Dickinson Investment 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 ended2023-03-31
    13F/A 90,203 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $6,120,000.

    13F-HR/A 0001801241-23-000004 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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