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CAPTRUST FINANCIAL ADVISORS: SCZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 162,894 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,894 shares
    Change vs previous 13F +2,718 shares

    0.02% of the 13F portfolio, value $13,401,291.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 160,176 shares
    Change vs previous 13F +2,433 shares

    0.02% of the 13F portfolio, value $12,559,400.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 157,743 shares
    Change vs previous 13F +7,756 shares

    0.02% of the 13F portfolio, value $12,229,823.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 149,987 shares
    Change vs previous 13F -7,570 shares

    0.02% of the 13F portfolio, value $11,507,008.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 157,557 shares
    Change vs previous 13F +907 shares

    0.03% of the 13F portfolio, value $11,451,248.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 156,650 shares
    Change vs previous 13F +4,664 shares

    0.02% of the 13F portfolio, value $9,951,990.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 151,986 shares
    Change vs previous 13F -2,220 shares

    0.03% of the 13F portfolio, value $9,233,161.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 154,206 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,439,755.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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