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ATMOS ADVISORY, LLC: SCHZ position timeline

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

ATMOS ADVISORY, LLC held 437 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 437 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $9,658.

    13F-HR 0001905162-26-000006 filed by ATMOS ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 437 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $10,108.

    13F-HR 0001905162-26-000005 filed by ATMOS 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 ended2026-03-31
    13F 437 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $10,147.

    13F-HR 0001905162-26-000003 filed by ATMOS 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 ended2025-12-31
    13F 389 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $9,091.

    13F-HR 0001905162-26-000001 filed by ATMOS 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 ended2025-09-30
    13F 389 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $9,130.

    13F-HR 0001905162-25-000008 filed by ATMOS 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 ended2025-06-30
    13F 389 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $9,040.

    13F-HR 0001905162-25-000007 filed by ATMOS 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 ended2025-03-31
    13F 389 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $9,009.

    13F-HR 0001905162-25-000005 filed by ATMOS 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 ended2024-12-31
    13F 316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,173.

    13F-HR 0001905162-25-000001 filed by ATMOS ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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