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Disclosery

CFG Wealth Management Services, Inc.: SCHZ position timeline

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

CFG Wealth Management Services, Inc. held 572,537 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 572,537 shares
    Change vs previous 13F 0 shares

    12.88% of the 13F portfolio, value $13,724,344.

    13F-HR 0002133547-26-000003 filed by CFG Wealth Management Services, Inc.
    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 572,537 shares
    Change vs previous 13F +13,880 shares

    12.46% of the 13F portfolio, value $13,724,344.

    13F-HR 0002133547-26-000002 filed by CFG Wealth Management Services, Inc.
    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 558,657 shares
    Change vs previous 13F not available

    11.91% of the 13F portfolio, value $13,055,814.

    13F-HR 0002133547-26-000001 filed by CFG Wealth Management Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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