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Avior Wealth Management, LLC: SCHZ position timeline

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

Avior Wealth Management, LLC held 341,085 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 341,085 shares
    Change vs previous 13F +4,672 shares

    0.21% of the 13F portfolio, value $7,889,299.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, 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 336,413 shares
    Change vs previous 13F +16,467 shares

    0.22% of the 13F portfolio, value $7,811,514.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, 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 319,946 shares
    Change vs previous 13F +20,116 shares

    0.23% of the 13F portfolio, value $7,477,133.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, 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 299,830 shares
    Change vs previous 13F -8,863 shares

    0.23% of the 13F portfolio, value $7,036,999.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, 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 308,693 shares
    Change vs previous 13F +5,130 shares

    0.25% of the 13F portfolio, value $7,174,030.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, 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 303,563 shares
    Change vs previous 13F +34,010 shares

    0.27% of the 13F portfolio, value $7,030,513.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, 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 269,553 shares
    Change vs previous 13F +137,923 shares

    0.22% of the 13F portfolio, value $6,118,860.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, 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 131,630 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,255,094.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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