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Trutina Financial LLC: SCHZ position timeline

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

Trutina Financial LLC held 103,699 SCHZ shares at 2016-12-31 per its 13F-HR filed 2017-01-31.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 103,699 shares
    Change vs previous 13F +3,932 shares

    6.97% of the 13F portfolio, value $5,340,000.

    13F-HR 0001569067-17-000001 filed by Trutina Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 99,767 shares
    Change vs previous 13F +7,822 shares

    6.87% of the 13F portfolio, value $5,354,000.

    13F-HR 0001569067-16-000011 filed by Trutina Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 91,945 shares
    Change vs previous 13F +9,023 shares

    6.01% of the 13F portfolio, value $4,939,000.

    13F-HR 0001569067-16-000010 filed by Trutina Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 82,922 shares
    Change vs previous 13F +41,987 shares

    4.9% of the 13F portfolio, value $4,380,000.

    13F-HR 0001569067-16-000009 filed by Trutina Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 40,935 shares
    Change vs previous 13F -1,700 shares

    2.62% of the 13F portfolio, value $2,108,000.

    13F-HR 0001569067-16-000007 filed by Trutina Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 42,635 shares
    Change vs previous 13F +226 shares

    2.41% of the 13F portfolio, value $2,223,000.

    13F-HR 0001569067-15-000006 filed by Trutina Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 42,409 shares
    Change vs previous 13F +24,554 shares

    1.93% of the 13F portfolio, value $2,194,000.

    13F-HR 0001569067-15-000004 filed by Trutina Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 17,855 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $945,000.

    13F-HR 0001569067-15-000003 filed by Trutina Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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