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Disclosery

Catalina Capital Group, LLC: SCHZ position timeline

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

Catalina Capital Group, LLC held 43,934 SCHZ shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 43,934 shares
    Change vs previous 13F +4,852 shares

    0.63% of the 13F portfolio, value $1,020,157.

    13F-HR 0002085853-26-000471 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 39,082 shares
    Change vs previous 13F +237 shares

    0.56% of the 13F portfolio, value $913,357.

    13F-HR 0002085853-26-000041 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 38,845 shares
    Change vs previous 13F +1,834 shares

    0.56% of the 13F portfolio, value $911,684.

    13F-HR 0002085853-25-000153 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 37,011 shares
    Change vs previous 13F -1,102 shares

    0.58% of the 13F portfolio, value $860,142.

    13F-HR 0001667731-25-000882 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 38,113 shares
    Change vs previous 13F +1,259 shares

    0.59% of the 13F portfolio, value $882,695.

    13F-HR 0001667731-25-000465 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 36,854 shares
    Change vs previous 13F +20,007 shares

    0.28% of the 13F portfolio, value $836,585.

    13F-HR 0001667731-25-000127 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 16,847 shares
    Change vs previous 13F -1,150 shares

    0.27% of the 13F portfolio, value $800,590.

    13F-HR 0002018090-24-000004 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 17,997 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $820,303.

    13F-HR 0002018090-24-000003 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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