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Disclosery

Financial Designs Corp: SCHZ position timeline

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

Financial Designs Corp held 116,711 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 116,711 shares
    Change vs previous 13F +5,124 shares

    1.33% of the 13F portfolio, value $2,579,313.

    13F-HR 0001085146-26-000824 filed by Financial Designs Corp
    Accepted , ingested

  2. period ended2026-06-30
    13F 111,587 shares
    Change vs previous 13F -3,382 shares

    1.38% of the 13F portfolio, value $2,581,007.

    13F-HR 0001561383-26-000005 filed by Financial Designs Corp
    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 114,969 shares
    Change vs previous 13F -140 shares

    1.49% of the 13F portfolio, value $2,669,580.

    13F-HR 0001561383-26-000003 filed by Financial Designs Corp
    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 115,109 shares
    Change vs previous 13F +6,832 shares

    1.52% of the 13F portfolio, value $2,690,097.

    13F-HR 0001561383-26-000002 filed by Financial Designs Corp
    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 108,277 shares
    Change vs previous 13F -3,351 shares

    1.48% of the 13F portfolio, value $2,547,758.

    13F-HR 0001561383-25-000005 filed by Financial Designs Corp
    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 111,628 shares
    Change vs previous 13F -944 shares

    1.59% of the 13F portfolio, value $2,594,235.

    13F-HR 0001085146-25-003893 filed by Financial Designs Corp
    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 112,572 shares
    Change vs previous 13F +1,919 shares

    1.82% of the 13F portfolio, value $2,607,168.

    13F-HR 0001085146-25-002084 filed by Financial Designs Corp
    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 110,653 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,511,823.

    13F-HR 0001085146-25-000311 filed by Financial Designs Corp
    Filed (acceptance time not in the bulk data set), ingested

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