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James J. Burns & Company, LLC: SCHZ position timeline

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

James J. Burns & Company, LLC held 666,919 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 666,919 shares
    Change vs previous 13F +2,815 shares

    1.67% of the 13F portfolio, value $15,425,824.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 664,104 shares
    Change vs previous 13F -7,362 shares

    2.09% of the 13F portfolio, value $15,420,481.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 671,466 shares
    Change vs previous 13F +9,350 shares

    2.17% of the 13F portfolio, value $15,692,176.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 662,116 shares
    Change vs previous 13F +12,303 shares

    2.32% of the 13F portfolio, value $15,539,862.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 649,813 shares
    Change vs previous 13F -9,776 shares

    2.46% of the 13F portfolio, value $15,101,696.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 659,589 shares
    Change vs previous 13F -4,480 shares

    2.74% of the 13F portfolio, value $15,276,060.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 664,069 shares
    Change vs previous 13F +389,002 shares

    2.62% of the 13F portfolio, value $15,075,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 275,067 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $13,072,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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