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Disclosery

WBH ADVISORY INC: SCHZ position timeline

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

WBH ADVISORY INC held 77,727 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,727 shares
    Change vs previous 13F +5,114 shares

    0.12% of the 13F portfolio, value $1,797,827.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 72,613 shares
    Change vs previous 13F -48 shares

    0.13% of the 13F portfolio, value $1,681,716.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 72,661 shares
    Change vs previous 13F -199 shares

    0.13% of the 13F portfolio, value $1,698,084.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 72,860 shares
    Change vs previous 13F +5,294 shares

    0.13% of the 13F portfolio, value $1,710,017.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 67,566 shares
    Change vs previous 13F -7,037 shares

    0.13% of the 13F portfolio, value $1,570,223.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 74,603 shares
    Change vs previous 13F +1,288 shares

    0.16% of the 13F portfolio, value $1,727,815.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY 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 73,315 shares
    Change vs previous 13F +35,418 shares

    0.15% of the 13F portfolio, value $1,664,258.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 37,897 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,800,867.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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