Waterford Advisors, LLC: SCHZ position timeline

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

Waterford Advisors, LLC held 0 SCHZ shares at 2025-12-31 per its 13F-HR filed 2026-02-20.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -384,326 shares
13F-HR 0001960657-26-000001 filed by Waterford Advisors, LLC
Filed 2026-02-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 384,326 shares
Change vs previous 13F +370,945 shares
3.12% of the 13F portfolio, value $9,020,127.
13F-HR 0001960657-25-000007 filed by Waterford Advisors, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 13,381 shares
Change vs previous 13F -331,904 shares
3.28% of the 13F portfolio, value $8,173,580.
13F-HR 0001960657-25-000005 filed by Waterford Advisors, LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 345,285 shares
Change vs previous 13F +345,285 shares
3.32% of the 13F portfolio, value $7,996,790.
13F-HR 0001960657-25-000002 filed by Waterford Advisors, LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 0 shares
Change vs previous 13F not available
13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.