Alley Co LLC: SCHZ position timeline

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

Alley Co LLC held 8,064 SCHZ shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

period ended2021-12-31
13F 8,064 shares
Change vs previous 13F +62 shares
0.07% of the 13F portfolio, value $435,000.
13F-HR 0001569141-22-000001 filed by Alley Co LLC
Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 8,002 shares
Change vs previous 13F +115 shares
0.08% of the 13F portfolio, value $434,000.
13F-HR 0001569141-21-000006 filed by Alley Co LLC
Filed 2021-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 7,887 shares
Change vs previous 13F +283 shares
0.08% of the 13F portfolio, value $431,000.
13F-HR 0001569141-21-000005 filed by Alley Co LLC
Filed 2021-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 7,604 shares
Change vs previous 13F +878 shares
0.08% of the 13F portfolio, value $410,000.
13F-HR 0001569141-21-000004 filed by Alley Co LLC
Filed 2021-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F/A 6,726 shares
Change vs previous 13F +519 shares
0.08% of the 13F portfolio, value $377,000.
13F-HR/A 0001569141-21-000003 filed by Alley Co LLC
Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-09-30
13F 6,207 shares
Change vs previous 13F +400 shares
0.03% of the 13F portfolio, value $348,000.
13F-HR 0001569141-20-000005 filed by Alley Co LLC
Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-06-30
13F 5,807 shares
Change vs previous 13F -646 shares
0.03% of the 13F portfolio, value $327,000.
13F-HR 0001569141-20-000003 filed by Alley Co LLC
Filed 2020-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-03-31
13F 6,453 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $350,000.
13F-HR 0001569141-20-000002 filed by Alley Co LLC
Filed 2020-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC
Acceptance time not in the bulk data set (spec §4.2).