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Bluespring Wealth Management, LLC: SCHZ position timeline

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

Bluespring Wealth Management, LLC held 256,386 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,386 shares
    Change vs previous 13F +64,596 shares

    0.11% of the 13F portfolio, value $5,930,214.

    13F-HR 0001557485-26-000004 filed by Bluespring Wealth Management, 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 191,790 shares
    Change vs previous 13F -113,489 shares

    0.38% of the 13F portfolio, value $4,453,365.

    13F-HR 0001085146-26-000355 filed by Bluespring Wealth Management, 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 305,279 shares
    Change vs previous 13F +11,210 shares

    0.61% of the 13F portfolio, value $7,134,362.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth Management, 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 294,069 shares
    Change vs previous 13F +31,313 shares

    0.6% of the 13F portfolio, value $6,901,811.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth Management, 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 262,756 shares
    Change vs previous 13F -9,963 shares

    0.58% of the 13F portfolio, value $6,106,458.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, 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 272,719 shares
    Change vs previous 13F +7,913 shares

    0.64% of the 13F portfolio, value $6,316,162.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth Management, 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 264,806 shares
    Change vs previous 13F +133,421 shares

    0.62% of the 13F portfolio, value $6,011,106.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth Management, 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 131,385 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $6,243,422.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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