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Disclosery

Wedmont Private Capital: SCHZ position timeline

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

Wedmont Private Capital held 19,610 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,610 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $433,381.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,610 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $449,657.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,610 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $455,933.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,610 shares
    Change vs previous 13F -2,215 shares

    0.02% of the 13F portfolio, value $459,266.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,825 shares
    Change vs previous 13F +2,215 shares

    0.02% of the 13F portfolio, value $511,576.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,610 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $452,403.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,610 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $445,539.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,610 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $441,029.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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