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Disclosery

Martin Worley Group: SCHZ position timeline

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

Martin Worley Group held 18,799 SCHZ shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 18,799 shares
    Change vs previous 13F -248 shares

    0.21% of the 13F portfolio, value $436,889.

    13F-HR 0002049542-25-000002 filed by Martin Worley Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 19,047 shares
    Change vs previous 13F +979 shares

    0.25% of the 13F portfolio, value $441,129.

    13F-HR 0001754960-25-000227 filed by Martin Worley Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,068 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $410,144.

    13F-HR 0001754960-25-000137 filed by Martin Worley Group
    Filed (acceptance time not in the bulk data set), ingested

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