Skip to content
Disclosery

American Capital Advisory, LLC: SCHZ position timeline

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

American Capital Advisory, LLC held 552 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 552 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,768.

    13F-HR 0002018007-26-000003 filed by American Capital Advisory, 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 552 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $12,818.

    13F-HR 0002018007-26-000002 filed by American Capital Advisory, 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 552 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $12,901.

    13F-HR 0002018007-26-000001 filed by American Capital Advisory, 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 552 shares
    Change vs previous 13F -14,100 shares

    0.01% of the 13F portfolio, value $12,956.

    13F-HR 0002018007-25-000005 filed by American Capital Advisory, 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 14,652 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $340,513.

    13F-HR 0002018007-25-000004 filed by American Capital Advisory, 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 14,652 shares
    Change vs previous 13F -944 shares

    0.18% of the 13F portfolio, value $339,341.

    13F-HR 0002018007-25-000003 filed by American Capital Advisory, 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 15,596 shares
    Change vs previous 13F +5,777 shares

    0.2% of the 13F portfolio, value $354,030.

    13F-HR 0002018007-25-000001 filed by American Capital Advisory, 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 9,819 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $466,599.

    13F-HR 0002018007-24-000005 filed by American Capital Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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