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LUTS & GREENLEIGH GROUP, INC.: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUTS & GREENLEIGH GROUP, INC. on SCHZ, newest first. How the timeline and the estimate are built.

LUTS & GREENLEIGH GROUP, INC. held 23,412 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 23,412 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $541,520.

    13F-HR 0001951757-26-001163 filed by LUTS & GREENLEIGH GROUP, INC.
    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 23,412 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $543,627.

    13F-HR 0001951757-26-000774 filed by LUTS & GREENLEIGH GROUP, INC.
    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 23,412 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $547,138.

    13F-HR 0001951757-26-000300 filed by LUTS & GREENLEIGH GROUP, INC.
    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 23,412 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $549,480.

    13F-HR 0001951757-25-001341 filed by LUTS & GREENLEIGH GROUP, INC.
    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 23,412 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $544,095.

    13F-HR 0001951757-25-000616 filed by LUTS & GREENLEIGH GROUP, INC.
    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 23,412 shares
    Change vs previous 13F -470 shares

    0.54% of the 13F portfolio, value $542,222.

    13F-HR 0001951757-25-000557 filed by LUTS & GREENLEIGH GROUP, INC.
    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 23,882 shares
    Change vs previous 13F +11,944 shares

    0.54% of the 13F portfolio, value $542,111.

    13F-HR 0001951757-25-000067 filed by LUTS & GREENLEIGH GROUP, INC.
    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 11,938 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $567,298.

    13F-HR 0001951757-24-001034 filed by LUTS & GREENLEIGH GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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