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Disclosery

Blue Barn Wealth, LLC: SCHZ position timeline

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

Blue Barn Wealth, LLC held 0 SCHZ shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -98,633 shares

    13F-HR 0001879206-26-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 98,633 shares
    Change vs previous 13F -3,565 shares

    1.02% of the 13F portfolio, value $2,314,921.

    13F-HR 0001879206-25-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 102,198 shares
    Change vs previous 13F -2,671 shares

    1.12% of the 13F portfolio, value $2,375,084.

    13F-HR 0001879206-25-000003 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 104,869 shares
    Change vs previous 13F -15,522 shares

    1.27% of the 13F portfolio, value $2,428,755.

    13F-HR 0001879206-25-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 120,391 shares
    Change vs previous 13F +62,512 shares

    1.44% of the 13F portfolio, value $2,732,879.

    13F-HR 0001879206-25-000001 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 57,879 shares
    Change vs previous 13F +1,456 shares

    1.41% of the 13F portfolio, value $2,750,397.

    13F-HR 0001879206-24-000005 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 56,423 shares
    Change vs previous 13F +1,373 shares

    1.43% of the 13F portfolio, value $2,571,762.

    13F-HR 0001879206-24-000004 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 55,050 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,532,306.

    13F-HR 0001879206-24-000002 filed by Blue Barn Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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