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Disclosery

BIP Wealth, LLC: SCZ position timeline

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

BIP Wealth, LLC held 35,635 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,635 shares
    Change vs previous 13F +5,010 shares

    0.08% of the 13F portfolio, value $2,931,700.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 30,625 shares
    Change vs previous 13F -3,601 shares

    0.1% of the 13F portfolio, value $2,401,335.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 34,226 shares
    Change vs previous 13F +1,699 shares

    0.09% of the 13F portfolio, value $2,653,570.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 32,527 shares
    Change vs previous 13F -1,239 shares

    0.12% of the 13F portfolio, value $2,495,495.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 33,766 shares
    Change vs previous 13F -475 shares

    0.15% of the 13F portfolio, value $2,454,135.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 34,241 shares
    Change vs previous 13F -1,491 shares

    0.14% of the 13F portfolio, value $2,175,361.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 35,732 shares
    Change vs previous 13F +389 shares

    0.15% of the 13F portfolio, value $2,170,742.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 35,343 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,392,804.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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