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Disclosery

Trinity Legacy Partners, LLC: SCHM position timeline

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

Trinity Legacy Partners, LLC held 481,343 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 481,343 shares
    Change vs previous 13F -11,753 shares

    3.39% of the 13F portfolio, value $16,938,449.

    13F-HR 0001214659-26-008905 filed by Trinity Legacy 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 493,096 shares
    Change vs previous 13F +8,641 shares

    3.53% of the 13F portfolio, value $16,321,466.

    13F-HR 0001214659-26-004719 filed by Trinity Legacy 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 484,455 shares
    Change vs previous 13F +7,047 shares

    3.34% of the 13F portfolio, value $14,567,575.

    13F-HR 0001214659-26-000809 filed by Trinity Legacy 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 477,408 shares
    Change vs previous 13F +7,160 shares

    3.25% of the 13F portfolio, value $14,112,179.

    13F-HR 0001214659-25-015825 filed by Trinity Legacy 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 470,248 shares
    Change vs previous 13F +2,418 shares

    3.24% of the 13F portfolio, value $13,355,051.

    13F-HR 0001214659-25-010675 filed by Trinity Legacy 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 467,830 shares
    Change vs previous 13F +19,165 shares

    3.26% of the 13F portfolio, value $12,874,678.

    13F-HR 0001214659-25-007587 filed by Trinity Legacy 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 448,665 shares
    Change vs previous 13F +11,959 shares

    3.2% of the 13F portfolio, value $12,432,520.

    13F-HR 0001214659-25-001704 filed by Trinity Legacy 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 436,706 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $12,280,170.

    13F-HR 0001214659-24-018161 filed by Trinity Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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