Skip to content
Disclosery

Revolve Wealth Partners, LLC: SCHZ position timeline

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

Revolve Wealth Partners, LLC held 756,987 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 756,987 shares
    Change vs previous 13F +17,444 shares

    1.82% of the 13F portfolio, value $17,509,118.

    13F-HR 0002085853-26-000673 filed by Revolve Wealth Partners, 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 739,543 shares
    Change vs previous 13F -50,061 shares

    2.23% of the 13F portfolio, value $17,172,186.

    13F-HR 0002085853-26-000357 filed by Revolve Wealth Partners, 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 789,604 shares
    Change vs previous 13F +36,480 shares

    2.17% of the 13F portfolio, value $18,453,038.

    13F-HR 0002085853-26-000053 filed by Revolve Wealth Partners, 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 753,124 shares
    Change vs previous 13F +28,333 shares

    2.12% of the 13F portfolio, value $17,675,824.

    13F-HR 0002085853-25-000078 filed by Revolve Wealth Partners, 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 724,791 shares
    Change vs previous 13F -18,135 shares

    2.2% of the 13F portfolio, value $16,844,153.

    13F-HR 0001667731-25-000986 filed by Revolve Wealth Partners, 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 742,926 shares
    Change vs previous 13F +7,669 shares

    2.49% of the 13F portfolio, value $17,206,172.

    13F-HR 0001667731-25-000418 filed by Revolve Wealth Partners, LLC
    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/A 735,257 shares
    Change vs previous 13F +392,380 shares

    2.48% of the 13F portfolio, value $16,690,345.

    13F-HR/A 0001667731-25-000346 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 342,877 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $16,293,500.

    13F-HR 0001808992-24-000004 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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