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Disclosery

RAND WEALTH, LLC: SCHZ position timeline

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

RAND WEALTH, LLC held 178,123 SCHZ shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 178,123 shares
    Change vs previous 13F -904 shares

    1% of the 13F portfolio, value $8,951,000.

    13F-HR 0001085146-18-002635 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 179,027 shares
    Change vs previous 13F +2,002 shares

    1.01% of the 13F portfolio, value $9,066,000.

    13F-HR 0001540141-18-000005 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 177,025 shares
    Change vs previous 13F -7,791 shares

    1.01% of the 13F portfolio, value $9,032,000.

    13F-HR 0001540141-18-000004 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 184,816 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $9,618,000.

    13F-HR 0001540141-18-000001 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 184,816 shares
    Change vs previous 13F +184,816 shares

    1.12% of the 13F portfolio, value $9,677,000.

    13F-HR 0001540141-17-000011 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 0 shares
    Change vs previous 13F -125,520 shares

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    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.

  7. period ended2017-03-31
    13F 125,520 shares
    Change vs previous 13F +11,658 shares

    0.78% of the 13F portfolio, value $6,501,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 113,862 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,864,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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