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Disclosery

Latitude Advisors, LLC: SCHZ position timeline

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

Latitude Advisors, LLC held 60,496 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,496 shares
    Change vs previous 13F +6,718 shares

    0.56% of the 13F portfolio, value $1,399,272.

    13F-HR 0001754960-26-000648 filed by Latitude Advisors, 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 53,778 shares
    Change vs previous 13F +4,994 shares

    0.57% of the 13F portfolio, value $1,248,725.

    13F-HR 0001754960-26-000335 filed by Latitude Advisors, 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 48,784 shares
    Change vs previous 13F +10,916 shares

    0.5% of the 13F portfolio, value $1,140,082.

    13F-HR 0001754960-26-000121 filed by Latitude Advisors, 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 37,868 shares
    Change vs previous 13F +2,868 shares

    0.41% of the 13F portfolio, value $888,762.

    13F-HR 0001754960-25-000728 filed by Latitude Advisors, 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 35,000 shares
    Change vs previous 13F -3,579 shares

    0.41% of the 13F portfolio, value $813,400.

    13F-HR 0001754960-25-000491 filed by Latitude Advisors, 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 38,579 shares
    Change vs previous 13F +2,684 shares

    0.52% of the 13F portfolio, value $893,490.

    13F-HR 0001754960-25-000259 filed by Latitude Advisors, 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 35,895 shares
    Change vs previous 13F +19,193 shares

    0.46% of the 13F portfolio, value $814,817.

    13F-HR 0001754960-25-000082 filed by Latitude Advisors, 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 16,702 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $793,679.

    13F-HR 0001754960-24-000538 filed by Latitude Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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