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Disclosery

WealthCollab, LLC: SCHZ position timeline

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

WealthCollab, LLC held 12,698 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,698 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $293,705.

    13F-HR 0002017870-26-000003 filed by WealthCollab, 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 12,698 shares
    Change vs previous 13F -143 shares

    0.12% of the 13F portfolio, value $294,848.

    13F-HR 0002017870-26-000002 filed by WealthCollab, 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 12,841 shares
    Change vs previous 13F -5,206 shares

    0.12% of the 13F portfolio, value $300,095.

    13F-HR 0002017870-26-000001 filed by WealthCollab, 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 18,047 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $423,564.

    13F-HR 0002017870-25-000007 filed by WealthCollab, 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 18,047 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $419,413.

    13F-HR 0002017870-25-000005 filed by WealthCollab, 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 18,047 shares
    Change vs previous 13F -1,453 shares

    0.26% of the 13F portfolio, value $417,969.

    13F-HR 0002017870-25-000004 filed by WealthCollab, 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 19,500 shares
    Change vs previous 13F +9,179 shares

    0.28% of the 13F portfolio, value $442,650.

    13F-HR 0002017870-25-000001 filed by WealthCollab, 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 10,321 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $490,454.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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