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HILL ISLAND FINANCIAL LLC: SCHZ position timeline

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

HILL ISLAND FINANCIAL LLC held 42,426 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,426 shares
    Change vs previous 13F +6,445 shares

    0.21% of the 13F portfolio, value $981,323.

    13F-HR 0001951757-26-001225 filed by HILL ISLAND FINANCIAL LLC
    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 35,981 shares
    Change vs previous 13F -866 shares

    0.2% of the 13F portfolio, value $835,485.

    13F-HR 0001951757-26-000842 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 36,847 shares
    Change vs previous 13F -4,697 shares

    0.21% of the 13F portfolio, value $861,111.

    13F-HR 0001951757-26-000275 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,544 shares
    Change vs previous 13F -4,690 shares

    0.24% of the 13F portfolio, value $975,028.

    13F-HR 0001951757-25-001335 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,234 shares
    Change vs previous 13F -7,451 shares

    0.3% of the 13F portfolio, value $1,074,467.

    13F-HR 0001951757-25-000902 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 53,685 shares
    Change vs previous 13F -11,099 shares

    0.36% of the 13F portfolio, value $1,243,337.

    13F-HR 0001951757-25-000399 filed by HILL ISLAND FINANCIAL LLC
    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 64,784 shares
    Change vs previous 13F +33,010 shares

    0.43% of the 13F portfolio, value $1,470,590.

    13F-HR 0001951757-25-000236 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 31,774 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,509,902.

    13F-HR 0001951757-24-001115 filed by HILL ISLAND FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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