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Wealthspire Advisors, LLC: SCHM position timeline

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

Wealthspire Advisors, LLC held 186,296 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,296 shares
    Change vs previous 13F +13,720 shares

    0.04% of the 13F portfolio, value $6,868,728.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 172,576 shares
    Change vs previous 13F +1,122 shares

    0.04% of the 13F portfolio, value $5,342,956.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 171,454 shares
    Change vs previous 13F -178,220 shares

    0.04% of the 13F portfolio, value $5,155,628.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 349,674 shares
    Change vs previous 13F +1,640 shares

    0.05% of the 13F portfolio, value $10,364,362.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 348,034 shares
    Change vs previous 13F +18,392 shares

    0.05% of the 13F portfolio, value $9,762,358.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 329,642 shares
    Change vs previous 13F +164,323 shares

    0.05% of the 13F portfolio, value $8,636,634.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 165,319 shares
    Change vs previous 13F +128,629 shares

    0.05% of the 13F portfolio, value $4,580,984.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 36,690 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,048,555.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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