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Values Added Financial LLC: SCHZ position timeline

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

Values Added Financial LLC held 40,953 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,953 shares
    Change vs previous 13F +1,047 shares

    0.34% of the 13F portfolio, value $947,243.

    13F-HR 0001973921-26-000004 filed by Values Added Financial 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 39,906 shares
    Change vs previous 13F +16,844 shares

    0.39% of the 13F portfolio, value $926,617.

    13F-HR 0001973921-26-000002 filed by Values Added Financial 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 23,062 shares
    Change vs previous 13F +3,521 shares

    0.23% of the 13F portfolio, value $538,959.

    13F-HR 0001973921-26-000001 filed by Values Added Financial 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 19,541 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $458,627.

    13F-HR 0001973921-25-000002 filed by Values Added Financial 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 19,541 shares
    Change vs previous 13F -102,506 shares

    0.22% of the 13F portfolio, value $454,133.

    13F-HR 0001085146-25-004067 filed by Values Added Financial 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 122,047 shares
    Change vs previous 13F +60,354 shares

    1.57% of the 13F portfolio, value $2,826,609.

    13F-HR 0001085146-25-002397 filed by Values Added Financial 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 61,693 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,400,431.

    13F-HR 0001085146-25-000618 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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