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Forthright Family Wealth Advisory LLC: SCHZ position timeline

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

Forthright Family Wealth Advisory LLC held 316,590 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 316,590 shares
    Change vs previous 13F +190,804 shares

    4.14% of the 13F portfolio, value $7,322,730.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 125,786 shares
    Change vs previous 13F -193,640 shares

    3.88% of the 13F portfolio, value $5,786,136.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 319,426 shares
    Change vs previous 13F +6,220 shares

    4.69% of the 13F portfolio, value $7,464,986.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 313,206 shares
    Change vs previous 13F -107,068 shares

    4.52% of the 13F portfolio, value $7,350,945.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 420,274 shares
    Change vs previous 13F -11,666 shares

    6.19% of the 13F portfolio, value $9,767,168.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 431,940 shares
    Change vs previous 13F -9,397 shares

    6.61% of the 13F portfolio, value $10,003,742.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 441,337 shares
    Change vs previous 13F +35,916 shares

    6.51% of the 13F portfolio, value $10,018,353.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 405,421 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $9,438,204.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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