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Athena Investment Management: SCZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Athena Investment Management on SCZ, newest first. How the timeline and the estimate are built.

Athena Investment Management held 7,380 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,380 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $607,153.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 7,380 shares
    Change vs previous 13F -260 shares

    0.3% of the 13F portfolio, value $578,666.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 7,640 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $592,329.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 7,640 shares
    Change vs previous 13F -275 shares

    0.31% of the 13F portfolio, value $586,141.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 7,915 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $575,262.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 7,915 shares
    Change vs previous 13F -330 shares

    0.3% of the 13F portfolio, value $502,840.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 8,245 shares
    Change vs previous 13F +1,600 shares

    0.29% of the 13F portfolio, value $500,884.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 6,645 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $449,867.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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