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Disclosery

S.A. Mason LLC: SCHM position timeline

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

S.A. Mason LLC held 49,143 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,143 shares
    Change vs previous 13F +10 shares

    0.56% of the 13F portfolio, value $1,811,902.

    13F-HR 0001800911-26-000003 filed by S.A. Mason 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 49,133 shares
    Change vs previous 13F +1,556 shares

    0.57% of the 13F portfolio, value $1,521,158.

    13F-HR 0001800911-26-000002 filed by S.A. Mason 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 47,577 shares
    Change vs previous 13F +760 shares

    0.57% of the 13F portfolio, value $1,430,640.

    13F-HR 0001800911-26-000001 filed by S.A. Mason 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 46,817 shares
    Change vs previous 13F +500 shares

    0.61% of the 13F portfolio, value $1,387,656.

    13F-HR 0001800911-25-000005 filed by S.A. Mason 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 46,317 shares
    Change vs previous 13F +80 shares

    0.63% of the 13F portfolio, value $1,299,192.

    13F-HR 0001800911-25-000003 filed by S.A. Mason 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 46,237 shares
    Change vs previous 13F -1,310 shares

    0.64% of the 13F portfolio, value $1,211,409.

    13F-HR 0001800911-25-000002 filed by S.A. Mason 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 47,547 shares
    Change vs previous 13F +31,943 shares

    0.69% of the 13F portfolio, value $1,317,527.

    13F-HR 0001800911-25-000001 filed by S.A. Mason 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 15,604 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,296,536.

    13F-HR 0001800911-24-000005 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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