Skip to content
Disclosery

Farnam Financial LLC: SCHZ position timeline

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

Farnam Financial LLC held 40,619 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,619 shares
    Change vs previous 13F -6,811 shares

    0.69% of the 13F portfolio, value $939,523.

    13F-HR 0001754960-26-000606 filed by Farnam Financial 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 47,430 shares
    Change vs previous 13F -13,705 shares

    0.91% of the 13F portfolio, value $1,101,328.

    13F-HR 0001754960-26-000340 filed by Farnam Financial 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 61,135 shares
    Change vs previous 13F -1,441 shares

    1.08% of the 13F portfolio, value $1,428,714.

    13F-HR 0001754960-26-000113 filed by Farnam Financial 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 62,576 shares
    Change vs previous 13F +324 shares

    1.14% of the 13F portfolio, value $1,468,655.

    13F-HR 0001754960-25-000706 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 62,252 shares
    Change vs previous 13F -3,804 shares

    1.3% of the 13F portfolio, value $1,446,745.

    13F-HR 0001754960-25-000584 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 66,056 shares
    Change vs previous 13F +235 shares

    1.55% of the 13F portfolio, value $1,529,848.

    13F-HR 0001754960-25-000585 filed by Farnam Financial LLC
    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 65,821 shares
    Change vs previous 13F +35,292 shares

    1.56% of the 13F portfolio, value $1,494,137.

    13F-HR 0001754960-25-000586 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,529 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,450,757.

    13F-HR 0001754960-25-000587 filed by Farnam Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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