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Disclosery

Wealth Group Ltd: SCHM position timeline

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

Wealth Group Ltd held 102,182 SCHM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 102,182 shares
    Change vs previous 13F +16 shares

    0.65% of the 13F portfolio, value $3,532,446.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 102,166 shares
    Change vs previous 13F -215 shares

    0.72% of the 13F portfolio, value $3,766,846.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 102,381 shares
    Change vs previous 13F -469 shares

    0.72% of the 13F portfolio, value $3,164,333.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 102,850 shares
    Change vs previous 13F -2,884 shares

    0.69% of the 13F portfolio, value $3,094,401.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 105,734 shares
    Change vs previous 13F -1,442 shares

    0.73% of the 13F portfolio, value $3,133,848.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 107,176 shares
    Change vs previous 13F -1,331 shares

    0.77% of the 13F portfolio, value $3,005,700.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 108,507 shares
    Change vs previous 13F -118 shares

    0.83% of the 13F portfolio, value $2,842,709.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 108,625 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,009,762.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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