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Northern Lights Advisors, Inc.: SCHZ position timeline

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

Northern Lights Advisors, Inc. held 100,681 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,681 shares
    Change vs previous 13F -1,780 shares

    1.27% of the 13F portfolio, value $2,328,753.

    13F-HR 0002127798-26-000003 filed by Northern Lights Advisors, Inc.
    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 102,461 shares
    Change vs previous 13F +1,132 shares

    1.61% of the 13F portfolio, value $2,379,144.

    13F-HR 0002127798-26-000002 filed by Northern Lights Advisors, Inc.
    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 101,329 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,368,061.

    13F-HR 0002127798-26-000001 filed by Northern Lights Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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