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Disclosery

VanderPol Investments L.L.C.: SCHZ position timeline

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

VanderPol Investments L.L.C. held 181,981 SCHZ shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 181,981 shares
    Change vs previous 13F +51,177 shares

    8.11% of the 13F portfolio, value $4,252,896.

    13F-HR 0002015682-26-000001 filed by VanderPol Investments L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 130,804 shares
    Change vs previous 13F +18,557 shares

    6.01% of the 13F portfolio, value $3,096,133.

    13F-HR 0002015682-25-000006 filed by VanderPol Investments L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 112,247 shares
    Change vs previous 13F -52,370 shares

    5.48% of the 13F portfolio, value $2,608,599.

    13F-HR 0002015682-25-000003 filed by VanderPol Investments L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 164,617 shares
    Change vs previous 13F +3,606 shares

    8.05% of the 13F portfolio, value $3,812,534.

    13F-HR 0002015682-25-000002 filed by VanderPol Investments L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 161,011 shares
    Change vs previous 13F +70,495 shares

    7.99% of the 13F portfolio, value $3,654,944.

    13F-HR 0002015682-25-000001 filed by VanderPol Investments L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 90,516 shares
    Change vs previous 13F +35,216 shares

    9.58% of the 13F portfolio, value $4,301,305.

    13F-HR 0002015682-24-000005 filed by VanderPol Investments L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 55,300 shares
    Change vs previous 13F +3,989 shares

    7.65% of the 13F portfolio, value $2,520,580.

    13F-HR 0002015682-24-000004 filed by VanderPol Investments L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 51,311 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $2,360,312.

    13F-HR 0002015682-24-000003 filed by VanderPol Investments L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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