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Beacon Harbor Wealth Advisors, Inc.: SCZ position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 40,870 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,870 shares
    Change vs previous 13F +1,912 shares

    0.67% of the 13F portfolio, value $3,429,018.

    13F-HR 0002063364-26-000285 filed by Beacon Harbor Wealth Advisors, Inc.
    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 38,958 shares
    Change vs previous 13F +870 shares

    0.64% of the 13F portfolio, value $3,054,720.

    13F-HR 0002063364-26-000136 filed by Beacon Harbor Wealth Advisors, Inc.
    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 38,088 shares
    Change vs previous 13F +1,506 shares

    0.65% of the 13F portfolio, value $2,952,986.

    13F-HR 0002063364-26-000016 filed by Beacon Harbor Wealth Advisors, Inc.
    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 36,582 shares
    Change vs previous 13F +406 shares

    0.66% of the 13F portfolio, value $2,806,594.

    13F-HR 0002063364-25-000272 filed by Beacon Harbor Wealth Advisors, Inc.
    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 36,176 shares
    Change vs previous 13F -4,747 shares

    0.66% of the 13F portfolio, value $2,629,293.

    13F-HR 0002063364-25-000197 filed by Beacon Harbor Wealth Advisors, Inc.
    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 40,923 shares
    Change vs previous 13F +377 shares

    0.6% of the 13F portfolio, value $2,599,857.

    13F-HR 0002063364-25-000085 filed by Beacon Harbor Wealth Advisors, Inc.
    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 40,546 shares
    Change vs previous 13F +2,498 shares

    0.57% of the 13F portfolio, value $2,463,188.

    13F-HR 0001784093-25-000003 filed by Beacon Harbor Wealth Advisors, Inc.
    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 38,048 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,576,000.

    13F-HR 0001784093-24-000011 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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