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Resurgent Financial Advisors LLC: SCHM position timeline

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

Resurgent Financial Advisors LLC held 12,330 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,330 shares
    Change vs previous 13F -430 shares

    0.13% of the 13F portfolio, value $454,619.

    13F-HR 0001912339-26-000004 filed by Resurgent Financial 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 12,760 shares
    Change vs previous 13F -2,394 shares

    0.14% of the 13F portfolio, value $395,059.

    13F-HR 0001912339-26-000002 filed by Resurgent Financial 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 15,154 shares
    Change vs previous 13F -1,258 shares

    0.23% of the 13F portfolio, value $455,694.

    13F-HR 0001912339-26-000001 filed by Resurgent Financial 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 16,412 shares
    Change vs previous 13F -3,172 shares

    0.24% of the 13F portfolio, value $486,461.

    13F-HR 0001912339-25-000002 filed by Resurgent Financial 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 19,584 shares
    Change vs previous 13F +2,687 shares

    0.3% of the 13F portfolio, value $549,344.

    13F-HR 0001085146-25-004779 filed by Resurgent Financial 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 16,897 shares
    Change vs previous 13F +2,544 shares

    0.27% of the 13F portfolio, value $442,697.

    13F-HR 0001085146-25-002603 filed by Resurgent Financial 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 14,353 shares
    Change vs previous 13F +9,527 shares

    0.23% of the 13F portfolio, value $397,712.

    13F-HR 0001085146-25-001342 filed by Resurgent Financial 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 4,826 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $401,006.

    13F-HR 0001994220-24-000027 filed by Resurgent Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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