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Disclosery

W ADVISORS, LLC: SCHZ position timeline

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

W ADVISORS, LLC held 51,769 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,769 shares
    Change vs previous 13F +550 shares

    0.54% of the 13F portfolio, value $1,197,417.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 51,219 shares
    Change vs previous 13F -1,295 shares

    0.61% of the 13F portfolio, value $1,189,306.

    13F-HR 0001172661-26-001570 filed by W ADVISORS, 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 52,514 shares
    Change vs previous 13F -712 shares

    0.62% of the 13F portfolio, value $1,227,252.

    13F-HR 0001172661-26-000770 filed by W ADVISORS, 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 53,226 shares
    Change vs previous 13F -249 shares

    0.66% of the 13F portfolio, value $1,249,214.

    13F-HR 0001172661-25-004935 filed by W ADVISORS, 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 53,475 shares
    Change vs previous 13F -861 shares

    0.71% of the 13F portfolio, value $1,242,759.

    13F-HR 0001172661-25-002933 filed by W ADVISORS, 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 54,336 shares
    Change vs previous 13F +285 shares

    0.79% of the 13F portfolio, value $1,258,421.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 54,051 shares
    Change vs previous 13F +27,149 shares

    0.76% of the 13F portfolio, value $1,226,957.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 26,902 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,278,383.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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