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Disclosery

GK Wealth Management LLC: SCHZ position timeline

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

GK Wealth Management LLC held 51,916 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 51,916 shares
    Change vs previous 13F +79 shares

    0.65% of the 13F portfolio, value $1,147,362.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,837 shares
    Change vs previous 13F +51,837 shares

    0.72% of the 13F portfolio, value $1,199,005.

    13F-HR 0002069222-26-000003 filed by GK Wealth Management LLC
    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 0 shares
    Change vs previous 13F -52,372 shares

    13F-HR 0002069222-26-000002 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 52,372 shares
    Change vs previous 13F +3,640 shares

    0.9% of the 13F portfolio, value $1,223,934.

    13F-HR 0002069222-26-000001 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 48,732 shares
    Change vs previous 13F +1,737 shares

    0.85% of the 13F portfolio, value $1,143,742.

    13F-HR 0002069222-25-000001 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 46,995 shares
    Change vs previous 13F +21,016 shares

    1.09% of the 13F portfolio, value $1,092,156.

    13F-HR 0001754960-25-000328 filed by GK Wealth Management LLC
    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/A 25,979 shares
    Change vs previous 13F +3,949 shares

    0.75% of the 13F portfolio, value $601,685.

    13F-HR/A 0001754960-25-000327 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,030 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $500,091.

    13F-HR 0001754960-25-000309 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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