Skip to content
Disclosery

BFSG, LLC: SCHZ position timeline

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

BFSG, LLC held 189,023 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,023 shares
    Change vs previous 13F -1,375 shares

    0.39% of the 13F portfolio, value $4,372,103.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 190,398 shares
    Change vs previous 13F -739 shares

    0.42% of the 13F portfolio, value $4,421,036.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 191,137 shares
    Change vs previous 13F +7,101 shares

    0.43% of the 13F portfolio, value $4,466,872.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 184,036 shares
    Change vs previous 13F -3,290 shares

    0.42% of the 13F portfolio, value $4,319,329.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 187,326 shares
    Change vs previous 13F -1,680 shares

    0.49% of the 13F portfolio, value $4,353,460.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 189,006 shares
    Change vs previous 13F +3,133 shares

    0.53% of the 13F portfolio, value $4,377,368.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 185,873 shares
    Change vs previous 13F +95,858 shares

    0.49% of the 13F portfolio, value $4,219,329.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 90,015 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,277,523.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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