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Disclosery

Pathstone Holdings, LLC: SCHM position timeline

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

Pathstone Holdings, LLC held 35,804 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,804 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,320,103.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 35,804 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,108,492.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 35,804 shares
    Change vs previous 13F -549 shares

    <0.01% of the 13F portfolio, value $1,076,619.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 36,353 shares
    Change vs previous 13F +550 shares

    <0.01% of the 13F portfolio, value $1,077,517.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 35,803 shares
    Change vs previous 13F -36,775 shares

    <0.01% of the 13F portfolio, value $1,004,274.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 72,578 shares
    Change vs previous 13F +35,483 shares

    0.01% of the 13F portfolio, value $1,901,524.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 37,095 shares
    Change vs previous 13F +24,892 shares

    <0.01% of the 13F portfolio, value $1,027,907.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 12,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,013,970.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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