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Vermillion Wealth Management, Inc.: SCHZ position timeline

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

Vermillion Wealth Management, Inc. held 18,287 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,287 shares
    Change vs previous 13F -36,196 shares

    0.1% of the 13F portfolio, value $422,968.

    13F-HR 0001398344-26-012192 filed by Vermillion Wealth Management, Inc.
    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 54,483 shares
    Change vs previous 13F -2,020 shares

    0.5% of the 13F portfolio, value $1,265,105.

    13F-HR 0001398344-26-006645 filed by Vermillion Wealth Management, Inc.
    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 56,503 shares
    Change vs previous 13F +30,141 shares

    0.54% of the 13F portfolio, value $1,320,480.

    13F-HR 0001398344-26-002726 filed by Vermillion Wealth Management, Inc.
    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 26,362 shares
    Change vs previous 13F -2,872 shares

    0.17% of the 13F portfolio, value $618,705.

    13F-HR 0001398344-25-019666 filed by Vermillion Wealth Management, Inc.
    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 29,234 shares
    Change vs previous 13F -3,931 shares

    0.32% of the 13F portfolio, value $679,388.

    13F-HR 0001398344-25-013256 filed by Vermillion Wealth Management, Inc.
    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 33,165 shares
    Change vs previous 13F -3,846 shares

    0.23% of the 13F portfolio, value $768,107.

    13F-HR 0001398344-25-007819 filed by Vermillion Wealth Management, Inc.
    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 37,011 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $840,147.

    13F-HR 0001398344-25-003197 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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