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HERITAGE OAK WEALTH ADVISORS LLC: SCHZ position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 17,945 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,945 shares
    Change vs previous 13F +679 shares

    0.12% of the 13F portfolio, value $396,585.

    13F-HR 0002035533-26-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,266 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $399,363.

    13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS 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 17,266 shares
    Change vs previous 13F +97 shares

    0.13% of the 13F portfolio, value $400,917.

    13F-HR 0002035533-26-000002 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,169 shares
    Change vs previous 13F +391 shares

    0.15% of the 13F portfolio, value $401,240.

    13F-HR 0002035533-26-000001 filed by HERITAGE OAK WEALTH ADVISORS 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 16,778 shares
    Change vs previous 13F +310 shares

    0.14% of the 13F portfolio, value $393,780.

    13F-HR 0002035533-25-000006 filed by HERITAGE OAK WEALTH ADVISORS 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 16,468 shares
    Change vs previous 13F -402 shares

    0.15% of the 13F portfolio, value $382,716.

    13F-HR 0002035533-25-000003 filed by HERITAGE OAK WEALTH ADVISORS 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 16,870 shares
    Change vs previous 13F -394 shares

    0.17% of the 13F portfolio, value $390,709.

    13F-HR 0002036775-25-000004 filed by HERITAGE OAK WEALTH ADVISORS 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 17,264 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $391,893.

    13F-HR 0002035533-25-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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