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Disclosery

Stonekeep Investments, LLC: SCHZ position timeline

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

Stonekeep Investments, LLC held 224,356 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,356 shares
    Change vs previous 13F +844 shares

    3.02% of the 13F portfolio, value $5,189,000.

    13F-HR 0002032486-26-000005 filed by Stonekeep Investments, LLC
    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 223,512 shares
    Change vs previous 13F +10,927 shares

    3.36% of the 13F portfolio, value $5,189,953.

    13F-HR 0002032486-26-000003 filed by Stonekeep Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 212,585 shares
    Change vs previous 13F +20,555 shares

    3.18% of the 13F portfolio, value $4,968,000.

    13F-HR/A 0002032486-26-000002 filed by Stonekeep Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 192,030 shares
    Change vs previous 13F +14,852 shares

    2.86% of the 13F portfolio, value $4,506,936.

    13F-HR 0002032486-25-000009 filed by Stonekeep Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 177,178 shares
    Change vs previous 13F +29,913 shares

    2.77% of the 13F portfolio, value $4,117,624.

    13F-HR 0002032486-25-000008 filed by Stonekeep Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 147,265 shares
    Change vs previous 13F +32,558 shares

    2.52% of the 13F portfolio, value $3,410,656.

    13F-HR 0002032486-25-000006 filed by Stonekeep Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 114,707 shares
    Change vs previous 13F +52,456 shares

    1.94% of the 13F portfolio, value $2,603,841.

    13F-HR 0002032486-25-000001 filed by Stonekeep Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 62,251 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $2,958,160.

    13F-HR 0002032486-24-000005 filed by Stonekeep Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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