Skip to content
Disclosery

LexAurum Advisors, LLC: SCHZ position timeline

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

LexAurum Advisors, LLC held 58,542 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,542 shares
    Change vs previous 13F +1,316 shares

    0.16% of the 13F portfolio, value $1,354,080.

    13F-HR 0001729677-26-000010 filed by LexAurum 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 57,226 shares
    Change vs previous 13F -1,501 shares

    0.17% of the 13F portfolio, value $1,328,791.

    13F-HR 0001729677-26-000005 filed by LexAurum 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 ended2025-09-30
    13F 58,727 shares
    Change vs previous 13F -29,755 shares

    0.2% of the 13F portfolio, value $1,378,324.

    13F-HR 0001729677-25-000010 filed by LexAurum 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 ended2025-06-30
    13F 88,482 shares
    Change vs previous 13F +9,844 shares

    0.32% of the 13F portfolio, value $2,056,312.

    13F-HR 0001085146-25-003938 filed by LexAurum 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 ended2025-03-31
    13F 78,638 shares
    Change vs previous 13F +18,955 shares

    0.35% of the 13F portfolio, value $1,821,263.

    13F-HR 0001085146-25-002076 filed by LexAurum 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 ended2024-12-31
    13F 59,683 shares
    Change vs previous 13F +30,293 shares

    0.27% of the 13F portfolio, value $1,354,803.

    13F-HR 0001085146-25-000345 filed by LexAurum 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 ended2024-09-30
    13F 29,390 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,396,637.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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