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SIMS INVESTMENT MANAGEMENT, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMS INVESTMENT MANAGEMENT, LLC on SCHA, newest first. How the timeline and the estimate are built.

SIMS INVESTMENT MANAGEMENT, LLC held 1,735,410 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,735,410 shares
    Change vs previous 13F +957 shares

    17.68% of the 13F portfolio, value $56,626,434.

    13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,734,453 shares
    Change vs previous 13F -316 shares

    19.38% of the 13F portfolio, value $62,665,784.

    13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,734,769 shares
    Change vs previous 13F -96,590 shares

    18.54% of the 13F portfolio, value $50,447,088.

    13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,831,359 shares
    Change vs previous 13F -26,596 shares

    18.43% of the 13F portfolio, value $52,157,102.

    13F-HR 0002053807-26-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 1,857,955 shares
    Change vs previous 13F +19,759 shares

    18.76% of the 13F portfolio, value $51,836,942.

    13F-HR/A 0002053807-26-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,838,196 shares
    Change vs previous 13F +26,485 shares

    18.7% of the 13F portfolio, value $46,506,354.

    13F-HR 0002053807-25-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,811,711 shares
    Change vs previous 13F +398,101 shares

    18.97% of the 13F portfolio, value $42,448,379.

    13F-HR 0002053807-25-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,413,610 shares
    Change vs previous 13F not available

    20.67% of the 13F portfolio, value $36,555,945.

    13F-HR 0002053807-25-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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