LEAVELL INVESTMENT MANAGEMENT, INC.: SCHZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEAVELL INVESTMENT MANAGEMENT, INC. on SCHZ, newest first. How the timeline and the estimate are built.
LEAVELL INVESTMENT MANAGEMENT, INC. held 318,499 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 318,499 sharesChange vs previous 13F +12,242 shares
0.27% of the 13F portfolio, value $7,366,881.
13F-HR 0000924181-26-000005 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 306,257 sharesChange vs previous 13F -12,047 shares
0.29% of the 13F portfolio, value $7,111,289.
13F-HR 0000924181-26-000003 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 318,304 sharesChange vs previous 13F -2,553 shares
0.31% of the 13F portfolio, value $7,438,768.
13F-HR 0000924181-26-000001 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 320,857 sharesChange vs previous 13F -18,620 shares
0.32% of the 13F portfolio, value $7,530,516.
13F-HR 0000924181-25-000009 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 339,477 sharesChange vs previous 13F -24,843 shares
0.35% of the 13F portfolio, value $7,889,449.
13F-HR 0000924181-25-000007 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 364,320 sharesChange vs previous 13F -20,725 shares
0.42% of the 13F portfolio, value $8,437,653.
13F-HR 0000924181-25-000004 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 385,045 sharesChange vs previous 13F +187,920 shares
0.43% of the 13F portfolio, value $8,740,517.
13F-HR 0000924181-25-000003 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 197,125 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $9,367,382.
13F-HR 0000924181-24-000006 filed by LEAVELL INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).