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Alesco Advisors, LLC, An ESL Co: SCHZ position timeline

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

Alesco Advisors, LLC, An ESL Co held 8,913 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,913 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $206,158.

    13F-HR 0001140361-26-031358 filed by Alesco Advisors, LLC, An ESL Co
    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 8,914 shares
    Change vs previous 13F -3,300 shares

    0.01% of the 13F portfolio, value $206,980.

    13F-HR 0001140361-26-021007 filed by Alesco Advisors, LLC, An ESL Co
    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 12,214 shares
    Change vs previous 13F -21,875 shares

    0.01% of the 13F portfolio, value $285,443.

    13F-HR 0001140361-26-002656 filed by Alesco Advisors, LLC, An ESL Co
    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 34,089 shares
    Change vs previous 13F -1,224 shares

    0.02% of the 13F portfolio, value $800,080.

    13F-HR 0001140361-25-039615 filed by Alesco Advisors, LLC, An ESL Co
    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 35,313 shares
    Change vs previous 13F -6,701 shares

    0.02% of the 13F portfolio, value $820,674.

    13F-HR 0001140361-25-025343 filed by Alesco Advisors, LLC, An ESL Co
    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 42,014 shares
    Change vs previous 13F -7 shares

    0.03% of the 13F portfolio, value $973,044.

    13F-HR 0001140361-25-018252 filed by Alesco Advisors, LLC, An ESL Co
    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 42,021 shares
    Change vs previous 13F +19,472 shares

    0.03% of the 13F portfolio, value $953,877.

    13F-HR 0001140361-25-003268 filed by Alesco Advisors, LLC, An ESL Co
    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 22,549 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,071,528.

    13F-HR 0001140361-24-046099 filed by Alesco Advisors, LLC, An ESL Co
    Filed (acceptance time not in the bulk data set), ingested

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