Sculati Wealth Management, LLC: SCHZ position timeline

Sculati Wealth Management, LLC held 88,135 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 88,135 shares

   Change vs previous 13F +7,984 shares

   0.67% of the 13F portfolio, value $2,023,580.

   13F-HR 0001803397-26-000008 filed by Sculati Wealth Management, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 80,151 shares

   Change vs previous 13F +21,016 shares

   0.69% of the 13F portfolio, value $1,861,106.

   13F-HR 0001803397-26-000004 filed by Sculati Wealth Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 59,135 shares

   Change vs previous 13F +23,380 shares

   0.49% of the 13F portfolio, value $1,381,985.

   13F-HR 0001803397-26-000002 filed by Sculati Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 35,755 shares

   Change vs previous 13F +17,152 shares

   0.3% of the 13F portfolio, value $839,170.

   13F-HR 0001803397-25-000008 filed by Sculati Wealth Management, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,603 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $432,334.

   13F-HR 0001803397-25-000005 filed by Sculati Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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