KilterHowling LLC: SCHZ position timeline

KilterHowling LLC held 1,347,082 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 1,347,082 shares

   Change vs previous 13F +2,932 shares

   13.96% of the 13F portfolio, value $31,158,011.

   13F-HR 0001759354-26-000003 filed by KilterHowling LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,344,150 shares

   Change vs previous 13F +87,706 shares

   15.74% of the 13F portfolio, value $31,211,169.

   13F-HR 0001759354-26-000002 filed by KilterHowling LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,256,444 shares

   Change vs previous 13F +32,832 shares

   14.88% of the 13F portfolio, value $29,363,105.

   13F-HR 0001759354-26-000001 filed by KilterHowling LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,223,612 shares

   Change vs previous 13F +32,796 shares

   15.99% of the 13F portfolio, value $28,718,163.

   13F-HR 0001759354-25-000008 filed by KilterHowling LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,190,816 shares

   Change vs previous 13F +25,269 shares

   16.49% of the 13F portfolio, value $27,674,574.

   13F-HR 0001759354-25-000005 filed by KilterHowling LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,165,547 shares

   Change vs previous 13F +25,761 shares

   17.25% of the 13F portfolio, value $26,679,378.

   13F-HR 0001759354-25-000003 filed by KilterHowling LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,139,786 shares

   Change vs previous 13F +742,078 shares

   14.79% of the 13F portfolio, value $25,850,353.

   13F-HR 0001759354-25-000002 filed by KilterHowling LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 397,708 shares

   Change vs previous 13F not available

   11.87% of the 13F portfolio, value $18,899,075.

   13F-HR 0002011882-24-000007 filed by KilterHowling LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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