Skip to content
Disclosery

Emergent Wealth Advisors, LLC: SCHZ position timeline

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

Emergent Wealth Advisors, LLC held 46,977 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,977 shares
    Change vs previous 13F -2,764 shares

    0.54% of the 13F portfolio, value $1,038,199.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,741 shares
    Change vs previous 13F -14,418 shares

    0.6% of the 13F portfolio, value $1,150,500.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 64,159 shares
    Change vs previous 13F -71,978 shares

    0.88% of the 13F portfolio, value $1,489,762.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 136,137 shares
    Change vs previous 13F +1,326 shares

    1.79% of the 13F portfolio, value $3,181,530.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 134,811 shares
    Change vs previous 13F -2,433 shares

    1.83% of the 13F portfolio, value $3,164,024.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 137,244 shares
    Change vs previous 13F -3,574 shares

    2.04% of the 13F portfolio, value $3,189,562.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 140,818 shares
    Change vs previous 13F +3,607 shares

    2.35% of the 13F portfolio, value $3,249,770.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth 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 ended2024-12-31
    13F 137,211 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $3,114,693.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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