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TSA Wealth Managment LLC: SCHZ position timeline

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

TSA Wealth Managment LLC held 1,023,367 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,023,367 shares
    Change vs previous 13F +65,383 shares

    6.69% of the 13F portfolio, value $23,670,479.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 957,984 shares
    Change vs previous 13F +19,237 shares

    7.19% of the 13F portfolio, value $22,244,388.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 938,747 shares
    Change vs previous 13F +15,253 shares

    7.27% of the 13F portfolio, value $21,938,517.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 923,494 shares
    Change vs previous 13F -52,901 shares

    7.37% of the 13F portfolio, value $21,674,404.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 976,395 shares
    Change vs previous 13F -128,741 shares

    8.29% of the 13F portfolio, value $22,691,420.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 1,105,136 shares
    Change vs previous 13F -54,343 shares

    10.18% of the 13F portfolio, value $25,594,950.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 1,159,479 shares
    Change vs previous 13F +550,324 shares

    10.71% of the 13F portfolio, value $26,320,173.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 609,155 shares
    Change vs previous 13F not available

    11.66% of the 13F portfolio, value $28,947,046.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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