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Asempa Wealth Advisors: SCHZ position timeline

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

Asempa Wealth Advisors held 37,991 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,991 shares
    Change vs previous 13F +6,007 shares

    0.65% of the 13F portfolio, value $838,454.

    13F-HR 0002099967-26-000004 filed by Asempa Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,984 shares
    Change vs previous 13F +7,138 shares

    0.56% of the 13F portfolio, value $739,790.

    13F-HR 0002099967-26-000003 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,846 shares
    Change vs previous 13F +1,760 shares

    0.5% of the 13F portfolio, value $575,439.

    13F-HR 0002099967-26-000002 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,086 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $539,521.

    13F-HR 0002099967-26-000001 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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