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Graves Light Lenhart Wealth, Inc.: SCHZ position timeline

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

Graves Light Lenhart Wealth, Inc. held 49,331 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 49,331 shares
    Change vs previous 13F -5,368 shares

    0.1% of the 13F portfolio, value $1,090,210.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,699 shares
    Change vs previous 13F -182 shares

    0.12% of the 13F portfolio, value $1,265,195.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    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 54,881 shares
    Change vs previous 13F -1,226 shares

    0.13% of the 13F portfolio, value $1,274,347.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    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 56,107 shares
    Change vs previous 13F -172 shares

    0.14% of the 13F portfolio, value $1,311,217.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    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 56,279 shares
    Change vs previous 13F -556 shares

    0.15% of the 13F portfolio, value $1,320,862.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    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 56,835 shares
    Change vs previous 13F +30 shares

    0.16% of the 13F portfolio, value $1,320,856.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    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 56,805 shares
    Change vs previous 13F -1,249 shares

    0.16% of the 13F portfolio, value $1,315,612.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    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 58,054 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,317,818.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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