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Disclosery

Blossom Wealth Management: SCHZ position timeline

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

Blossom Wealth Management held 77,147 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,147 shares
    Change vs previous 13F -6,404 shares

    2.51% of the 13F portfolio, value $1,784,414.

    13F-HR 0001839735-26-000004 filed by Blossom Wealth Management
    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 83,551 shares
    Change vs previous 13F +3,217 shares

    2.88% of the 13F portfolio, value $1,940,058.

    13F-HR 0001839735-26-000002 filed by Blossom Wealth Management
    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 80,334 shares
    Change vs previous 13F -4,476 shares

    3.1% of the 13F portfolio, value $1,877,409.

    13F-HR 0001839735-26-000001 filed by Blossom Wealth Management
    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 84,810 shares
    Change vs previous 13F +4,110 shares

    3.22% of the 13F portfolio, value $1,990,495.

    13F-HR 0001839735-25-000002 filed by Blossom Wealth Management
    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 80,700 shares
    Change vs previous 13F +7,768 shares

    3.32% of the 13F portfolio, value $1,875,472.

    13F-HR 0001085146-25-003910 filed by Blossom Wealth Management
    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 72,932 shares
    Change vs previous 13F +7,233 shares

    3.4% of the 13F portfolio, value $1,689,109.

    13F-HR 0001085146-25-002251 filed by Blossom Wealth Management
    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 65,699 shares
    Change vs previous 13F +36,044 shares

    2.87% of the 13F portfolio, value $1,491,371.

    13F-HR 0001085146-25-000451 filed by Blossom Wealth Management
    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 29,655 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $1,409,206.

    13F-HR 0001085146-24-005055 filed by Blossom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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