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Spinnaker Investment Group, LLC: SCHM position timeline

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

Spinnaker Investment Group, LLC held 465,014 SCHM 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 465,014 shares
    Change vs previous 13F -7,424 shares

    2.49% of the 13F portfolio, value $15,819,770.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 472,438 shares
    Change vs previous 13F +54,976 shares

    2.79% of the 13F portfolio, value $17,418,822.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment 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 ended2026-03-31
    13F 417,462 shares
    Change vs previous 13F -34,146 shares

    2.63% of the 13F portfolio, value $12,924,632.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment 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 ended2025-12-31
    13F 451,608 shares
    Change vs previous 13F -2,519 shares

    2.46% of the 13F portfolio, value $13,579,851.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment 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 ended2025-09-30
    13F 454,127 shares
    Change vs previous 13F +42,442 shares

    2.53% of the 13F portfolio, value $13,460,314.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment 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 ended2025-06-30
    13F 411,685 shares
    Change vs previous 13F -52,731 shares

    2.71% of the 13F portfolio, value $11,547,752.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment 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 ended2025-03-31
    13F 464,416 shares
    Change vs previous 13F +26,773 shares

    2.75% of the 13F portfolio, value $12,167,710.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment 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 ended2024-12-31
    13F 437,643 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $12,127,099.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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