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Cedar Mountain Advisors, LLC: SCHZ position timeline

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

Cedar Mountain Advisors, LLC held 641,351 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 641,351 shares
    Change vs previous 13F +955 shares

    2.55% of the 13F portfolio, value $14,834,440.

    13F-HR 0001798986-26-000003 filed by Cedar Mountain Advisors, 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 640,396 shares
    Change vs previous 13F +12,803 shares

    2.91% of the 13F portfolio, value $14,870,004.

    13F-HR 0001798986-26-000002 filed by Cedar Mountain Advisors, 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 627,593 shares
    Change vs previous 13F -18,109 shares

    2.83% of the 13F portfolio, value $14,666,846.

    13F-HR 0001798986-26-000001 filed by Cedar Mountain Advisors, 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 645,702 shares
    Change vs previous 13F +22,623 shares

    2.95% of the 13F portfolio, value $15,154,630.

    13F-HR 0001798986-25-000006 filed by Cedar Mountain Advisors, 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 623,079 shares
    Change vs previous 13F +10,463 shares

    3.01% of the 13F portfolio, value $14,480,345.

    13F-HR 0001798986-25-000003 filed by Cedar Mountain Advisors, 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 612,616 shares
    Change vs previous 13F +47,737 shares

    3.18% of the 13F portfolio, value $14,188,185.

    13F-HR 0001798986-25-000002 filed by Cedar Mountain Advisors, 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 564,879 shares
    Change vs previous 13F +268,392 shares

    2.82% of the 13F portfolio, value $12,822,751.

    13F-HR 0001798986-25-000001 filed by Cedar Mountain Advisors, 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 296,487 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $14,089,062.

    13F-HR 0001798986-24-000004 filed by Cedar Mountain Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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