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Disclosery

Whelan Financial: SCHZ position timeline

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

Whelan Financial held 9,357 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,357 shares
    Change vs previous 13F +41 shares

    0.06% of the 13F portfolio, value $216,435.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 9,316 shares
    Change vs previous 13F +57 shares

    0.07% of the 13F portfolio, value $216,310.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 9,259 shares
    Change vs previous 13F +41 shares

    0.07% of the 13F portfolio, value $216,380.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 9,218 shares
    Change vs previous 13F -22 shares

    0.07% of the 13F portfolio, value $216,352.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 9,240 shares
    Change vs previous 13F -960 shares

    0.08% of the 13F portfolio, value $214,732.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 10,200 shares
    Change vs previous 13F -261 shares

    0.09% of the 13F portfolio, value $236,234.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 10,461 shares
    Change vs previous 13F +4,861 shares

    0.09% of the 13F portfolio, value $237,472.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 5,600 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $266,135.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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