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Affinity Capital Advisors, LLC: SCHZ position timeline

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

Affinity Capital Advisors, LLC held 369,750 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 369,750 shares
    Change vs previous 13F -31,015 shares

    1.05% of the 13F portfolio, value $8,526,435.

    13F-HR 0001810023-26-000004 filed by Affinity Capital 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 400,765 shares
    Change vs previous 13F -1,028 shares

    1.3% of the 13F portfolio, value $9,305,763.

    13F-HR 0001810023-26-000002 filed by Affinity Capital 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 401,793 shares
    Change vs previous 13F +5,592 shares

    1.3% of the 13F portfolio, value $9,389,902.

    13F-HR 0001810023-26-000001 filed by Affinity Capital 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 396,201 shares
    Change vs previous 13F -1,074 shares

    1.43% of the 13F portfolio, value $9,302,799.

    13F-HR 0001085146-25-005856 filed by Affinity Capital 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 397,275 shares
    Change vs previous 13F -6,586 shares

    1.59% of the 13F portfolio, value $9,232,671.

    13F-HR 0001085146-25-003684 filed by Affinity Capital 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 403,861 shares
    Change vs previous 13F +125,628 shares

    1.82% of the 13F portfolio, value $9,175,722.

    13F-HR 0001085146-25-002129 filed by Affinity Capital 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 278,233 shares
    Change vs previous 13F +175,222 shares

    1.18% of the 13F portfolio, value $6,285,283.

    13F-HR 0001085146-25-000176 filed by Affinity Capital 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 103,011 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,895,083.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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