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Cordgrass Capital Advisors, LLC: SCHZ position timeline

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

Cordgrass Capital Advisors, LLC held 291 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291 shares
    Change vs previous 13F -460 shares

    <0.01% of the 13F portfolio, value $6,731.

    13F-HR 0001398344-26-013638 filed by Cordgrass Capital 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 751 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $17,438.

    13F-HR 0001398344-26-008630 filed by Cordgrass Capital 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 739 shares
    Change vs previous 13F +704 shares

    <0.01% of the 13F portfolio, value $17,270.

    13F-HR 0001398344-26-001825 filed by Cordgrass Capital 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 35 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $821.

    13F-HR 0001398344-25-020288 filed by Cordgrass Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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