Skip to content
Disclosery

Eley Financial Management, Inc: SCHZ position timeline

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

Eley Financial Management, Inc held 75,995 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,995 shares
    Change vs previous 13F +5,885 shares

    0.57% of the 13F portfolio, value $1,757,764.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, 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/A 70,110 shares
    Change vs previous 13F +322 shares

    0.59% of the 13F portfolio, value $1,627,954.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial Management, 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 69,788 shares
    Change vs previous 13F +3,315 shares

    0.59% of the 13F portfolio, value $1,630,946.

    13F-HR 0001965267-26-000001 filed by Eley Financial Management, Inc
    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 66,473 shares
    Change vs previous 13F -5,636 shares

    0.56% of the 13F portfolio, value $1,560,121.

    13F-HR 0001965267-25-000007 filed by Eley Financial Management, Inc
    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 72,109 shares
    Change vs previous 13F -1,773 shares

    0.64% of the 13F portfolio, value $1,675,813.

    13F-HR 0001965267-25-000004 filed by Eley Financial Management, Inc
    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 73,882 shares
    Change vs previous 13F +357 shares

    0.69% of the 13F portfolio, value $1,712,585.

    13F-HR 0001965267-25-000002 filed by Eley Financial Management, Inc
    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 73,525 shares
    Change vs previous 13F +38,886 shares

    0.65% of the 13F portfolio, value $1,669,018.

    13F-HR 0001965267-25-000001 filed by Eley Financial Management, Inc
    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 34,639 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,646,045.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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