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North Forty Two & Co.: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Forty Two & Co. on SCHZ, newest first. How the timeline and the estimate are built.

North Forty Two & Co. held 132,494 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,494 shares
    Change vs previous 13F +2,400 shares

    2.6% of the 13F portfolio, value $3,064,586.

    13F-HR 0002055134-26-000003 filed by North Forty Two & Co.
    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 130,094 shares
    Change vs previous 13F -200 shares

    2.79% of the 13F portfolio, value $3,020,783.

    13F-HR 0002055134-26-000002 filed by North Forty Two & Co.
    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 130,294 shares
    Change vs previous 13F -7,000 shares

    2.87% of the 13F portfolio, value $3,044,971.

    13F-HR 0002055134-26-000001 filed by North Forty Two & Co.
    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 137,294 shares
    Change vs previous 13F -6,803 shares

    3.15% of the 13F portfolio, value $3,222,290.

    13F-HR 0002055134-25-000009 filed by North Forty Two & Co.
    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 144,097 shares
    Change vs previous 13F -200 shares

    3.56% of the 13F portfolio, value $3,348,814.

    13F-HR 0002055134-25-000005 filed by North Forty Two & Co.
    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 144,297 shares
    Change vs previous 13F +9,045 shares

    3.7% of the 13F portfolio, value $3,341,919.

    13F-HR 0002055134-25-000004 filed by North Forty Two & Co.
    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 135,252 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $3,070,220.

    13F-HR 0002055134-25-000002 filed by North Forty Two & Co.
    Filed (acceptance time not in the bulk data set), ingested

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