Skip to content
Disclosery

Heritage Family Offices, LLP: SCHZ position timeline

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

Heritage Family Offices, LLP held 314,239 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314,239 shares
    Change vs previous 13F +108,590 shares

    2.81% of the 13F portfolio, value $7,268,349.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 205,649 shares
    Change vs previous 13F +148,357 shares

    2.12% of the 13F portfolio, value $4,775,170.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 57,292 shares
    Change vs previous 13F +9,276 shares

    0.61% of the 13F portfolio, value $1,338,912.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 48,016 shares
    Change vs previous 13F -996 shares

    0.52% of the 13F portfolio, value $1,126,934.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 49,012 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,133,650.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 49,012 shares
    Change vs previous 13F +10,023 shares

    0.58% of the 13F portfolio, value $1,135,118.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 38,989 shares
    Change vs previous 13F +23,617 shares

    0.44% of the 13F portfolio, value $885,052.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 15,372 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $730,480.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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