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Fidelis Wealth Advisors LLC: SCHZ position timeline

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

Fidelis Wealth Advisors LLC held 12,268 SCHZ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 12,268 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $283,759.

    13F-HR/A 0002010051-26-000005 filed by Fidelis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).