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Aletheian Wealth Advisors LLC: SCZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on SCZ, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 13,908 SCZ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,908 shares
    Change vs previous 13F -59 shares

    0.47% of the 13F portfolio, value $1,174,115.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,967 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,149,067.

    13F-HR 0002085853-26-000663 filed by Aletheian 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 ended2026-03-31
    13F 13,967 shares
    Change vs previous 13F -88 shares

    0.53% of the 13F portfolio, value $1,095,154.

    13F-HR 0002085853-26-000305 filed by Aletheian 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 14,055 shares
    Change vs previous 13F -346 shares

    0.5% of the 13F portfolio, value $1,078,301.

    13F-HR 0002085853-25-000252 filed by Aletheian 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 14,401 shares
    Change vs previous 13F -3 shares

    0.51% of the 13F portfolio, value $1,046,666.

    13F-HR 0001667731-25-000729 filed by Aletheian 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 14,404 shares
    Change vs previous 13F -60 shares

    0.51% of the 13F portfolio, value $915,087.

    13F-HR 0001667731-25-000380 filed by Aletheian 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 14,464 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $878,689.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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