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Disclosery

Somerset Group LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Somerset Group LLC on SCHO, newest first. How the timeline and the estimate are built.

Somerset Group LLC held 18,261 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,261 shares
    Change vs previous 13F +171 shares

    0.31% of the 13F portfolio, value $439,542.

    13F-HR 0001062993-26-004218 filed by Somerset Group 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 18,090 shares
    Change vs previous 13F -244 shares

    0.33% of the 13F portfolio, value $439,584.

    13F-HR 0001062993-26-002574 filed by Somerset Group 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 18,334 shares
    Change vs previous 13F -247 shares

    0.34% of the 13F portfolio, value $446,800.

    13F-HR 0001062993-26-000866 filed by Somerset Group 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 18,581 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $453,376.

    13F-HR 0001062993-25-016598 filed by Somerset Group 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 18,581 shares
    Change vs previous 13F -793 shares

    0.38% of the 13F portfolio, value $453,005.

    13F-HR 0001062993-25-014021 filed by Somerset Group 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 19,374 shares
    Change vs previous 13F -180 shares

    0.43% of the 13F portfolio, value $471,563.

    13F-HR 0001062993-25-009219 filed by Somerset Group 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 19,554 shares
    Change vs previous 13F +9,452 shares

    0.43% of the 13F portfolio, value $470,469.

    13F-HR 0001062993-25-002057 filed by Somerset Group 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 10,102 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $494,796.

    13F-HR 0001062993-24-018885 filed by Somerset Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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