Schrum Private Wealth Management LLC: DLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schrum Private Wealth Management LLC on DLR, newest first. How the timeline and the estimate are built.
Schrum Private Wealth Management LLC held 1,492 DLR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,492 sharesChange vs previous 13F +176 shares
0.23% of the 13F portfolio, value $226,903.
13F-HR 0001914987-26-000003 filed by Schrum Private Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,316 sharesChange vs previous 13F +3 shares
0.18% of the 13F portfolio, value $237,194.
13F-HR 0001914987-26-000002 filed by Schrum Private Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,313 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $203,206.
13F-HR 0001914987-26-000001 filed by Schrum Private Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,313 sharesChange vs previous 13F +1 shares
0.17% of the 13F portfolio, value $227,072.
13F-HR 0001914987-25-000004 filed by Schrum Private Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,312 sharesChange vs previous 13F -189 shares
0.18% of the 13F portfolio, value $228,738.
13F-HR 0001085146-25-004091 filed by Schrum Private Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,501 sharesChange vs previous 13F +6 shares
0.19% of the 13F portfolio, value $215,064.
13F-HR 0001085146-25-002559 filed by Schrum Private Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,495 sharesChange vs previous 13F -1,495 shares
0.22% of the 13F portfolio, value $265,127.
13F-HR 0001085146-25-000871 filed by Schrum Private Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,990 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $483,904.
13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).