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KILEY JUERGENS WEALTH MANAGEMENT, LLC: SCHZ position timeline

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

KILEY JUERGENS WEALTH MANAGEMENT, LLC held 123,338 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,338 shares
    Change vs previous 13F +48,029 shares

    0.45% of the 13F portfolio, value $2,852,808.

    13F-HR 0001986152-26-000113 filed by KILEY JUERGENS WEALTH MANAGEMENT, 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 75,309 shares
    Change vs previous 13F +10,320 shares

    0.31% of the 13F portfolio, value $1,748,675.

    13F-HR 0001986152-26-000050 filed by KILEY JUERGENS 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 ended2025-12-31
    13F 64,989 shares
    Change vs previous 13F +5,732 shares

    0.33% of the 13F portfolio, value $1,518,793.

    13F-HR 0001172661-26-000307 filed by KILEY JUERGENS 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 ended2025-09-30
    13F 59,257 shares
    Change vs previous 13F +4,204 shares

    0.31% of the 13F portfolio, value $1,390,762.

    13F-HR 0001172661-25-004370 filed by KILEY JUERGENS 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 ended2025-06-30
    13F 55,053 shares
    Change vs previous 13F +557 shares

    0.3% of the 13F portfolio, value $1,279,432.

    13F-HR 0001172661-25-002634 filed by KILEY JUERGENS 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 ended2025-03-31
    13F 54,496 shares
    Change vs previous 13F +8,400 shares

    0.34% of the 13F portfolio, value $1,262,127.

    13F-HR 0001172661-25-001517 filed by KILEY JUERGENS WEALTH MANAGEMENT, 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 46,096 shares
    Change vs previous 13F +34,083 shares

    0.26% of the 13F portfolio, value $1,046,379.

    13F-HR 0001172661-25-000237 filed by KILEY JUERGENS WEALTH MANAGEMENT, 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 12,013 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $570,858.

    13F-HR 0001172661-24-004247 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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