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Bestgate Wealth Advisors, LLC: SCHZ position timeline

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

Bestgate Wealth Advisors, LLC held 635,063 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 635,063 shares
    Change vs previous 13F +444,532 shares

    8.88% of the 13F portfolio, value $14,034,901.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 190,531 shares
    Change vs previous 13F -754 shares

    7.02% of the 13F portfolio, value $4,406,979.

    13F-HR 0002055670-26-000003 filed by Bestgate Wealth Advisors, 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 191,285 shares
    Change vs previous 13F -2,905 shares

    8.01% of the 13F portfolio, value $4,441,635.

    13F-HR 0002055670-26-000002 filed by Bestgate Wealth Advisors, 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 194,190 shares
    Change vs previous 13F +6,653 shares

    7.97% of the 13F portfolio, value $4,538,219.

    13F-HR 0002055670-26-000001 filed by Bestgate Wealth Advisors, 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 187,537 shares
    Change vs previous 13F +4,990 shares

    7.77% of the 13F portfolio, value $4,401,500.

    13F-HR 0002055670-25-000006 filed by Bestgate Wealth Advisors, 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 182,547 shares
    Change vs previous 13F 0 shares

    8.76% of the 13F portfolio, value $4,227,789.

    13F-HR 0002055670-25-000004 filed by Bestgate Wealth Advisors, 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 182,547 shares
    Change vs previous 13F +4,453 shares

    8.76% of the 13F portfolio, value $4,227,789.

    13F-HR 0002055670-25-000003 filed by Bestgate Wealth Advisors, 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 178,094 shares
    Change vs previous 13F not available

    8.11% of the 13F portfolio, value $4,042,734.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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