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Disclosery

SIMA Wealth Partners, LLC: SCHR position timeline

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

SIMA Wealth Partners, LLC held 280,499 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,499 shares
    Change vs previous 13F -11,895 shares

    4.9% of the 13F portfolio, value $6,917,098.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 292,394 shares
    Change vs previous 13F +34,048 shares

    5.55% of the 13F portfolio, value $7,283,538.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 258,346 shares
    Change vs previous 13F -10,214 shares

    4.93% of the 13F portfolio, value $6,479,323.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 268,560 shares
    Change vs previous 13F -13,480 shares

    5.16% of the 13F portfolio, value $6,748,907.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 282,040 shares
    Change vs previous 13F -44,226 shares

    5.7% of the 13F portfolio, value $7,059,469.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 326,266 shares
    Change vs previous 13F -14,838 shares

    6.73% of the 13F portfolio, value $8,110,981.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 341,104 shares
    Change vs previous 13F +192,207 shares

    7.04% of the 13F portfolio, value $8,285,424.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 148,897 shares
    Change vs previous 13F not available

    6.54% of the 13F portfolio, value $7,534,189.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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