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Disclosery

Shearwater Capital LLC: SCHZ position timeline

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

Shearwater Capital LLC held 31,168 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,168 shares
    Change vs previous 13F -10,621 shares

    0.33% of the 13F portfolio, value $688,817.

    13F-HR 0001905665-26-000005 filed by Shearwater Capital LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,789 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $966,570.

    13F-HR 0001905665-26-000004 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 41,789 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $970,331.

    13F-HR 0001905665-26-000003 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 41,789 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $976,599.

    13F-HR 0001905665-26-000001 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 41,789 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $980,778.

    13F-HR 0001905665-25-000006 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 41,789 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $971,167.

    13F-HR 0001905665-25-000005 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 41,789 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $967,824.

    13F-HR/A 0001905665-25-000004 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,789 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $948,601.

    13F-HR 0001905665-25-000001 filed by Shearwater Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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