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Disclosery

WP Advisors, LLC: SCHM position timeline

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

WP Advisors, LLC held 41,401 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,401 shares
    Change vs previous 13F +122 shares

    0.37% of the 13F portfolio, value $1,526,452.

    13F-HR 0001172661-26-002906 filed by WP 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 41,279 shares
    Change vs previous 13F +103 shares

    0.33% of the 13F portfolio, value $1,277,985.

    13F-HR 0001172661-26-001595 filed by WP 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 41,176 shares
    Change vs previous 13F +180 shares

    0.31% of the 13F portfolio, value $1,238,152.

    13F-HR 0001172661-26-000361 filed by WP 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 40,996 shares
    Change vs previous 13F +174 shares

    0.31% of the 13F portfolio, value $1,215,119.

    13F-HR 0001172661-25-004384 filed by WP 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 40,822 shares
    Change vs previous 13F +147 shares

    0.31% of the 13F portfolio, value $1,145,064.

    13F-HR 0001172661-25-002966 filed by WP 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 40,675 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,065,685.

    13F-HR 0001172661-25-001703 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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