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Disclosery

WealthPoint Financial, LLC: SCHZ position timeline

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

WealthPoint Financial, LLC held 127,721 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,721 shares
    Change vs previous 13F +7,119 shares

    2.15% of the 13F portfolio, value $2,954,187.

    13F-HR 0002040860-26-000004 filed by WealthPoint Financial, 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/A 120,602 shares
    Change vs previous 13F +4,037 shares

    2.34% of the 13F portfolio, value $2,800,378.

    13F-HR/A 0002040860-26-000003 filed by WealthPoint Financial, 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 116,565 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,724,124.

    13F-HR 0002040860-26-000001 filed by WealthPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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