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Nalls Sherbakoff Group, LLC: SCHZ position timeline

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

Nalls Sherbakoff Group, LLC held 215,306 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,306 shares
    Change vs previous 13F -4,745 shares

    3.54% of the 13F portfolio, value $4,980,021.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff Group, 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 220,051 shares
    Change vs previous 13F -4,884 shares

    3.76% of the 13F portfolio, value $5,109,584.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff Group, 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 224,935 shares
    Change vs previous 13F -23,007 shares

    3.79% of the 13F portfolio, value $5,256,737.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff Group, 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 247,942 shares
    Change vs previous 13F +5,153 shares

    3.93% of the 13F portfolio, value $5,819,200.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff Group, 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 242,789 shares
    Change vs previous 13F -3,251 shares

    4.11% of the 13F portfolio, value $5,642,419.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff Group, 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 246,040 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $5,698,281.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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