Skip to content
Disclosery

Stockman Wealth Management, Inc.: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stockman Wealth Management, Inc. on SCHZ, newest first. How the timeline and the estimate are built.

Stockman Wealth Management, Inc. held 53,630 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,630 shares
    Change vs previous 13F -9,895 shares

    0.13% of the 13F portfolio, value $1,240,462.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 63,525 shares
    Change vs previous 13F +500 shares

    0.16% of the 13F portfolio, value $1,475,051.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 63,025 shares
    Change vs previous 13F +2,000 shares

    0.17% of the 13F portfolio, value $1,472,895.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 61,025 shares
    Change vs previous 13F +530 shares

    0.18% of the 13F portfolio, value $1,432,257.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 60,495 shares
    Change vs previous 13F +2,470 shares

    0.19% of the 13F portfolio, value $1,405,904.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 58,025 shares
    Change vs previous 13F +2,167 shares

    0.2% of the 13F portfolio, value $1,343,859.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 55,858 shares
    Change vs previous 13F +29,703 shares

    0.2% of the 13F portfolio, value $1,267,977.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,155 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,242,886.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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