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Disclosery

Main Street Financial Solutions, LLC: SCHZ position timeline

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

Main Street Financial Solutions, LLC held 303,669 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 303,669 shares
    Change vs previous 13F +57,160 shares

    0.45% of the 13F portfolio, value $7,023,872.

    13F-HR 0001763350-26-000003 filed by Main Street Financial Solutions, 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 246,509 shares
    Change vs previous 13F +31,337 shares

    0.42% of the 13F portfolio, value $5,723,933.

    13F-HR 0001763350-26-000002 filed by Main Street Financial Solutions, 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 215,172 shares
    Change vs previous 13F +14,006 shares

    0.38% of the 13F portfolio, value $5,028,569.

    13F-HR 0001763350-26-000001 filed by Main Street Financial Solutions, 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 201,166 shares
    Change vs previous 13F +13,025 shares

    0.3% of the 13F portfolio, value $4,721,374.

    13F-HR 0001763350-25-000002 filed by Main Street Financial Solutions, 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 188,141 shares
    Change vs previous 13F +40,172 shares

    0.32% of the 13F portfolio, value $4,372,393.

    13F-HR 0001085146-25-005143 filed by Main Street Financial Solutions, 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 147,969 shares
    Change vs previous 13F +8,208 shares

    0.3% of the 13F portfolio, value $3,426,958.

    13F-HR 0001085146-25-002764 filed by Main Street Financial Solutions, 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 139,761 shares
    Change vs previous 13F +77,857 shares

    0.31% of the 13F portfolio, value $3,172,568.

    13F-HR 0001085146-25-001341 filed by Main Street Financial Solutions, 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 61,904 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,941,672.

    13F-HR 0001085146-24-005373 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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