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Cassaday & Co Wealth Management LLC: SCZ position timeline

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

Cassaday & Co Wealth Management LLC held 1,361,748 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,361,748 shares
    Change vs previous 13F +103,258 shares

    2.1% of the 13F portfolio, value $112,031,007.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management 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 1,258,490 shares
    Change vs previous 13F -12,820 shares

    2.1% of the 13F portfolio, value $98,678,194.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management 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 1,271,310 shares
    Change vs previous 13F +18,132 shares

    2.08% of the 13F portfolio, value $98,564,658.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management 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 1,253,178 shares
    Change vs previous 13F -9,458 shares

    2.22% of the 13F portfolio, value $96,143,846.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management 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 1,262,636 shares
    Change vs previous 13F +183,347 shares

    2.3% of the 13F portfolio, value $91,768,413.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management 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 1,079,289 shares
    Change vs previous 13F +58,732 shares

    1.93% of the 13F portfolio, value $68,567,230.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management 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 1,020,557 shares
    Change vs previous 13F +133,026 shares

    1.69% of the 13F portfolio, value $61,998,868.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management 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 887,531 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $60,085,841.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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