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Evolution Advisers, Inc.: SCHZ position timeline

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

Evolution Advisers, Inc. held 7,636 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,636 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $176,000.

    13F-HR 0001906967-26-000006 filed by Evolution Advisers, 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 7,636 shares
    Change vs previous 13F -1,174 shares

    0.07% of the 13F portfolio, value $177,000.

    13F-HR 0001906967-26-000005 filed by Evolution Advisers, 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 8,810 shares
    Change vs previous 13F +1,174 shares

    0.09% of the 13F portfolio, value $205,000.

    13F-HR 0001906967-26-000004 filed by Evolution Advisers, 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 7,636 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $179,000.

    13F-HR 0001906967-26-000003 filed by Evolution Advisers, 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 7,636 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $177,000.

    13F-HR 0001907157-25-000029 filed by Evolution Advisers, 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 7,636 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $176,000.

    13F-HR 0001842974-25-000015 filed by Evolution Advisers, 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 7,636 shares
    Change vs previous 13F +3,818 shares

    0.09% of the 13F portfolio, value $173,000.

    13F-HR 0001907157-25-000005 filed by Evolution Advisers, 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 3,818 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $181,000.

    13F-HR 0001792704-24-000015 filed by Evolution Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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