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Disclosery

Heritage Wealth Advisors: SCHZ position timeline

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

Heritage Wealth Advisors held 735 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 735 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $17,005.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 734 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $17,041.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 721 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $16,850.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 720 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $16,887.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 718 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $16,696.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 717 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $16,612.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 704 shares
    Change vs previous 13F +372 shares

    <0.01% of the 13F portfolio, value $15,970.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,764.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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