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Disclosery

Elios Financial Group Inc.: SCHZ position timeline

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

Elios Financial Group Inc. held 96,021 SCHZ shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 96,021 shares
    Change vs previous 13F +7,844 shares

    1.01% of the 13F portfolio, value $2,231,537.

    13F-HR 0002035601-25-000003 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 88,177 shares
    Change vs previous 13F -650 shares

    1.01% of the 13F portfolio, value $2,042,172.

    13F-HR 0002035601-25-000002 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 88,827 shares
    Change vs previous 13F +45,024 shares

    0.95% of the 13F portfolio, value $2,016,369.

    13F-HR 0002035601-25-000001 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 43,803 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,081,528.

    13F-HR 0001674020-24-000008 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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