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Mayflower Financial Advisors, LLC: SCHZ position timeline

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

Mayflower Financial Advisors, LLC held 517,566 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 517,566 shares
    Change vs previous 13F +52,094 shares

    1.03% of the 13F portfolio, value $11,971,306.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial 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 465,472 shares
    Change vs previous 13F +23,718 shares

    1.31% of the 13F portfolio, value $10,808,264.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial 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 ended2025-12-31
    13F 441,754 shares
    Change vs previous 13F -11,961 shares

    1.25% of the 13F portfolio, value $10,323,797.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial 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 ended2025-09-30
    13F 453,715 shares
    Change vs previous 13F +22,729 shares

    1.34% of the 13F portfolio, value $10,648,739.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial 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 ended2025-06-30
    13F 430,986 shares
    Change vs previous 13F +10,478 shares

    1.4% of the 13F portfolio, value $10,016,117.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial 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 ended2025-03-31
    13F 420,508 shares
    Change vs previous 13F +17,809 shares

    1.48% of the 13F portfolio, value $9,738,963.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial 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 ended2024-12-31
    13F 402,699 shares
    Change vs previous 13F +223,636 shares

    1.37% of the 13F portfolio, value $9,141,261.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial Advisors, 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 179,063 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $8,509,085.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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