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Disclosery

Sargent Bickham Lagudis LLC: SCHZ position timeline

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

Sargent Bickham Lagudis LLC held 41,206 SCHZ shares at 2022-12-31 per its 13F-HR filed 2023-01-23.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 41,206 shares
    Change vs previous 13F -10,900 shares

    0.15% of the 13F portfolio, value $1,881,032.

    13F-HR 0001613939-23-000001 filed by Sargent Bickham Lagudis LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 52,106 shares
    Change vs previous 13F -21,718 shares

    0.21% of the 13F portfolio, value $2,361,000.

    13F-HR 0001613939-22-000006 filed by Sargent Bickham Lagudis LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 73,824 shares
    Change vs previous 13F +20,214 shares

    0.31% of the 13F portfolio, value $3,534,000.

    13F-HR 0001613939-22-000005 filed by Sargent Bickham Lagudis LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 53,610 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,711,000.

    13F-HR 0001613939-22-000004 filed by Sargent Bickham Lagudis LLC
    Filed (acceptance time not in the bulk data set), ingested

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