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Stephens Consulting, LLC: SCHZ position timeline

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

Stephens Consulting, LLC held 4,113 SCHZ shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,113 shares
    Change vs previous 13F -1,339 shares

    0.03% of the 13F portfolio, value $96,121.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 5,452 shares
    Change vs previous 13F +2,345 shares

    0.04% of the 13F portfolio, value $127,963.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,107 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $72,207.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,072 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $71,148.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 3,072 shares
    Change vs previous 13F +1,511 shares

    0.02% of the 13F portfolio, value $69,735.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,561 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $74,179.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 1,561 shares
    Change vs previous 13F +867 shares

    0.02% of the 13F portfolio, value $71,151.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 694 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,924.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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