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Disclosery

Ballentine Partners, LLC: SCZ position timeline

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

Ballentine Partners, LLC held 288,781 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,781 shares
    Change vs previous 13F -1,361 shares

    0.29% of the 13F portfolio, value $23,758,013.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 290,142 shares
    Change vs previous 13F -2,547 shares

    0.32% of the 13F portfolio, value $22,750,034.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 292,689 shares
    Change vs previous 13F -106,007 shares

    0.32% of the 13F portfolio, value $22,692,178.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 398,696 shares
    Change vs previous 13F -4,224 shares

    0.42% of the 13F portfolio, value $30,587,957.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 402,920 shares
    Change vs previous 13F -14,470 shares

    0.44% of the 13F portfolio, value $29,284,226.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 417,390 shares
    Change vs previous 13F -15,776 shares

    0.46% of the 13F portfolio, value $26,516,787.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 433,166 shares
    Change vs previous 13F -8,655 shares

    0.45% of the 13F portfolio, value $26,314,835.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 441,821 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $29,911,282.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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