Skip to content
Disclosery

HORAN Wealth, LLC: SCHZ position timeline

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

HORAN Wealth, LLC held 11,523 SCHZ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 11,523 shares
    Change vs previous 13F +447 shares

    0.03% of the 13F portfolio, value $266,527.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 11,076 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $257,185.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 10,980 shares
    Change vs previous 13F -1,560 shares

    0.04% of the 13F portfolio, value $256,603.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 12,540 shares
    Change vs previous 13F +785 shares

    0.05% of the 13F portfolio, value $294,314.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 11,755 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $273,187.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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