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Values Added Financial LLC: SCHM position timeline

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

Values Added Financial LLC held 78,475 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,475 shares
    Change vs previous 13F -11,204 shares

    1.05% of the 13F portfolio, value $2,893,387.

    13F-HR 0001973921-26-000004 filed by Values Added Financial 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 89,679 shares
    Change vs previous 13F +1,510 shares

    1.17% of the 13F portfolio, value $2,776,473.

    13F-HR 0001973921-26-000002 filed by Values Added Financial 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 88,169 shares
    Change vs previous 13F +643 shares

    1.12% of the 13F portfolio, value $2,651,253.

    13F-HR 0001973921-26-000001 filed by Values Added Financial 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 87,526 shares
    Change vs previous 13F +2,057 shares

    1.15% of the 13F portfolio, value $2,594,275.

    13F-HR 0001973921-25-000002 filed by Values Added Financial 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 85,469 shares
    Change vs previous 13F +26,176 shares

    1.16% of the 13F portfolio, value $2,397,405.

    13F-HR 0001085146-25-004067 filed by Values Added Financial 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 59,293 shares
    Change vs previous 13F -6,807 shares

    0.86% of the 13F portfolio, value $1,553,477.

    13F-HR 0001085146-25-002397 filed by Values Added Financial 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 66,100 shares
    Change vs previous 13F +44,952 shares

    1.06% of the 13F portfolio, value $1,831,631.

    13F-HR 0001085146-25-000618 filed by Values Added Financial 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 21,148 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,757,187.

    13F-HR 0001085146-24-005184 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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