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Parkshore Wealth Management, Inc.: SCHZ position timeline

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

Parkshore Wealth Management, Inc. held 0 SCHZ shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -9,706 shares

    13F-HR 0001172661-26-001776 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 9,706 shares
    Change vs previous 13F -308 shares

    0.09% of the 13F portfolio, value $226,837.

    13F-HR 0001172661-26-000530 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,014 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $235,032.

    13F-HR 0001172661-25-004783 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,008 shares
    Change vs previous 13F -1,542 shares

    0.11% of the 13F portfolio, value $232,588.

    13F-HR 0001172661-25-002572 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 11,550 shares
    Change vs previous 13F -1 shares

    0.16% of the 13F portfolio, value $267,498.

    13F-HR 0001172661-25-002430 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,551 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $262,208.

    13F-HR 0001172661-25-001105 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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