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Accelerate Investment Advisors LLC: SCHZ position timeline

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

Accelerate Investment Advisors LLC held 9,715 SCHZ 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 9,715 shares
    Change vs previous 13F -1,753 shares

    0.13% of the 13F portfolio, value $224,714.

    13F-HR 0001172661-26-003312 filed by Accelerate Investment 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 11,468 shares
    Change vs previous 13F -72 shares

    0.18% of the 13F portfolio, value $266,292.

    13F-HR 0001213900-26-042947 filed by Accelerate Investment 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 11,540 shares
    Change vs previous 13F -276 shares

    0.18% of the 13F portfolio, value $269,678.

    13F-HR 0001213900-26-003124 filed by Accelerate Investment 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 11,816 shares
    Change vs previous 13F -496 shares

    0.19% of the 13F portfolio, value $277,320.

    13F-HR 0001213900-25-098277 filed by Accelerate Investment 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 12,312 shares
    Change vs previous 13F -1,016 shares

    0.21% of the 13F portfolio, value $286,138.

    13F-HR 0001213900-25-061754 filed by Accelerate Investment 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 13,328 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $308,675.

    13F-HR 0001213900-25-033475 filed by Accelerate Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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