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Disclosery

WealthShield Partners, LLC: SCHM position timeline

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

WealthShield Partners, LLC held 65 SCHM 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 65 shares
    Change vs previous 13F -99,984 shares

    <0.01% of the 13F portfolio, value $2,397.

    13F-HR 0001398344-26-014166 filed by WealthShield 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 100,049 shares
    Change vs previous 13F -2,203 shares

    0.35% of the 13F portfolio, value $3,097,526.

    13F-HR 0001398344-26-008094 filed by WealthShield 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 102,252 shares
    Change vs previous 13F -927 shares

    0.34% of the 13F portfolio, value $3,082,540.

    13F-HR 0001398344-26-001942 filed by WealthShield 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 103,179 shares
    Change vs previous 13F -859 shares

    0.35% of the 13F portfolio, value $3,058,221.

    13F-HR 0001398344-25-020099 filed by WealthShield 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 104,038 shares
    Change vs previous 13F -2,339 shares

    0.35% of the 13F portfolio, value $2,918,254.

    13F-HR 0001398344-25-014826 filed by WealthShield 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 106,377 shares
    Change vs previous 13F +1,408 shares

    0.36% of the 13F portfolio, value $2,787,086.

    13F-HR 0001398344-25-009105 filed by WealthShield 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 104,969 shares
    Change vs previous 13F +71,143 shares

    0.41% of the 13F portfolio, value $2,908,695.

    13F-HR 0001398344-25-001803 filed by WealthShield 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 33,826 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,810,591.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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