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Disclosery

Cascade Financial Partners, LLC: SCZ position timeline

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

Cascade Financial Partners, LLC held 68,728 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,728 shares
    Change vs previous 13F +2,249 shares

    0.49% of the 13F portfolio, value $5,654,253.

    13F-HR 0002021208-26-000007 filed by Cascade Financial 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 66,479 shares
    Change vs previous 13F +3,879 shares

    0.54% of the 13F portfolio, value $5,212,618.

    13F-HR 0002021208-26-000004 filed by Cascade Financial 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 62,600 shares
    Change vs previous 13F -1,057 shares

    0.49% of the 13F portfolio, value $4,853,378.

    13F-HR 0002021208-26-000002 filed by Cascade Financial 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 63,657 shares
    Change vs previous 13F -410 shares

    0.56% of the 13F portfolio, value $4,883,765.

    13F-HR 0002021208-25-000012 filed by Cascade Financial 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 64,067 shares
    Change vs previous 13F +1,265 shares

    0.56% of the 13F portfolio, value $4,656,390.

    13F-HR 0002021208-25-000008 filed by Cascade Financial 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 62,802 shares
    Change vs previous 13F -293 shares

    0.5% of the 13F portfolio, value $3,989,811.

    13F-HR 0002021208-25-000006 filed by Cascade Financial 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 63,095 shares
    Change vs previous 13F +2,363 shares

    0.5% of the 13F portfolio, value $3,833,021.

    13F-HR 0002021208-25-000002 filed by Cascade Financial 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 60,732 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,910,533.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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