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Disclosery

Forum Financial Management, LP: SCHZ position timeline

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

Forum Financial Management, LP held 11,789 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,789 shares
    Change vs previous 13F +685 shares

    <0.01% of the 13F portfolio, value $272,681.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 11,104 shares
    Change vs previous 13F +1,867 shares

    <0.01% of the 13F portfolio, value $257,844.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 9,237 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $215,869.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 9,102 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,624.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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