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Alaska Permanent Capital Management, LLC: SCHZ position timeline

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

Alaska Permanent Capital Management, LLC held 123,034 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,034 shares
    Change vs previous 13F +21,240 shares

    0.31% of the 13F portfolio, value $2,845,785.

    13F-HR 0001398344-26-014075 filed by Alaska Wealth Advisors, 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 101,794 shares
    Change vs previous 13F +17,773 shares

    0.28% of the 13F portfolio, value $2,363,665.

    13F-HR 0001398344-26-007167 filed by Alaska Wealth Advisors, 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 84,021 shares
    Change vs previous 13F +13,539 shares

    0.25% of the 13F portfolio, value $1,963,579.

    13F-HR 0001398344-26-003000 filed by Alaska Wealth Advisors, 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 70,482 shares
    Change vs previous 13F +6,529 shares

    0.22% of the 13F portfolio, value $1,654,221.

    13F-HR 0001398344-25-020106 filed by Alaska Wealth Advisors, 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 63,953 shares
    Change vs previous 13F -2,321 shares

    0.21% of the 13F portfolio, value $1,486,276.

    13F-HR 0001398344-25-014061 filed by Alaska Wealth Advisors, 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 66,274 shares
    Change vs previous 13F +4,262 shares

    0.24% of the 13F portfolio, value $1,534,914.

    13F-HR 0001398344-25-008403 filed by Alaska Wealth Advisors, 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 62,012 shares
    Change vs previous 13F +32,709 shares

    0.22% of the 13F portfolio, value $1,407,680.

    13F-HR 0001398344-25-001378 filed by Alaska Wealth Advisors, 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 29,303 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,392,495.

    13F-HR 0001398344-24-019929 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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