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Hidden Cove Wealth Management, LLC: SCHZ position timeline

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

Hidden Cove Wealth Management, LLC held 0 SCHZ shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -137,963 shares

    13F-HR 0002085853-26-000452 filed by Hidden Cove 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.

  2. period ended2025-12-31
    13F 137,963 shares
    Change vs previous 13F -4,514 shares

    2.09% of the 13F portfolio, value $3,224,195.

    13F-HR 0002085853-26-000170 filed by Hidden Cove 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 ended2025-09-30
    13F 142,477 shares
    Change vs previous 13F -4,405 shares

    2.21% of the 13F portfolio, value $3,343,935.

    13F-HR 0002085853-25-000157 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 146,882 shares
    Change vs previous 13F -45,377 shares

    2.47% of the 13F portfolio, value $3,413,538.

    13F-HR 0001667731-25-000809 filed by Hidden Cove 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 ended2025-03-31
    13F 192,259 shares
    Change vs previous 13F +18,165 shares

    3.52% of the 13F portfolio, value $4,452,718.

    13F-HR 0001667731-25-000507 filed by Hidden Cove 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 ended2024-12-31
    13F 174,094 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $3,951,934.

    13F-HR 0001667731-25-000163 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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