Skip to content
Disclosery

BREAKTHRU ADVISORY SERVICES, LLC: SCHZ position timeline

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

BREAKTHRU ADVISORY SERVICES, LLC held 19,441 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,441 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $449,670.

    13F-HR 0002055645-26-000004 filed by BREAKTHRU ADVISORY SERVICES, 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 19,441 shares
    Change vs previous 13F -365,701 shares

    0.72% of the 13F portfolio, value $451,420.

    13F-HR 0002055645-26-000002 filed by BREAKTHRU ADVISORY SERVICES, 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 385,142 shares
    Change vs previous 13F +29,815 shares

    5.75% of the 13F portfolio, value $9,000,768.

    13F-HR 0002055645-26-000001 filed by BREAKTHRU ADVISORY SERVICES, 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 355,327 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $8,339,525.

    13F-HR 0002055645-25-000007 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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