Skip to content

Vantage Financial Partners, LLC: SCHZ position timeline

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

Vantage Financial Partners, LLC held 91,892 SCHZ shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 91,892 shares
    Change vs previous 13F +221 shares

    0.44% of the 13F portfolio, value $2,147,520.

    13F-HR 0001911766-26-000001 filed by Vantage Financial Partners, LLC
    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 91,671 shares
    Change vs previous 13F -3,689 shares

    0.45% of the 13F portfolio, value $2,151,509.

    13F-HR 0001911766-25-000005 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 95,360 shares
    Change vs previous 13F -2,825 shares

    0.51% of the 13F portfolio, value $2,216,161.

    13F-HR 0001765380-25-000290 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 98,185 shares
    Change vs previous 13F -6,943 shares

    0.57% of the 13F portfolio, value $2,273,957.

    13F-HR 0001765380-25-000187 filed by Vantage Financial Partners, LLC
    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 105,128 shares
    Change vs previous 13F +50,734 shares

    0.6% of the 13F portfolio, value $2,386,409.

    13F-HR 0001765380-25-000057 filed by Vantage Financial Partners, LLC
    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 54,394 shares
    Change vs previous 13F -159,322 shares

    0.64% of the 13F portfolio, value $2,584,799.

    13F-HR 0001765380-24-000414 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 213,716 shares
    Change vs previous 13F +6,146 shares

    2.53% of the 13F portfolio, value $9,741,195.

    13F-HR/A 0001765380-24-000327 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 207,570 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $9,548,201.

    13F-HR 0001765380-24-000179 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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