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Disclosery

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC: SCHZ position timeline

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

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC held 21,371 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,371 shares
    Change vs previous 13F -16,432 shares

    0.31% of the 13F portfolio, value $472,299.

    13F-HR 0002105785-26-000005 filed by STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,803 shares
    Change vs previous 13F -64,195 shares

    0.59% of the 13F portfolio, value $874,383.

    13F-HR 0002105785-26-000003 filed by STEWARDSHIP CONCEPTS FINANCIAL SERVICES 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 101,998 shares
    Change vs previous 13F -21,165 shares

    1.86% of the 13F portfolio, value $2,368,394.

    13F-HR 0002105785-26-000002 filed by STEWARDSHIP CONCEPTS FINANCIAL SERVICES 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 123,163 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $2,878,935.

    13F-HR 0002105785-26-000001 filed by STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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