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EP Wealth Advisors, LLC: SCZ position timeline

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

EP Wealth Advisors, LLC held 15,974 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,974 shares
    Change vs previous 13F +1,177 shares

    0.01% of the 13F portfolio, value $1,314,220.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 14,797 shares
    Change vs previous 13F -1,695 shares

    0.01% of the 13F portfolio, value $1,160,245.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 16,492 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $1,278,637.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,246 shares
    Change vs previous 13F +2,610 shares

    0.01% of the 13F portfolio, value $1,180,728.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 13,636 shares
    Change vs previous 13F +6,445 shares

    0.01% of the 13F portfolio, value $866,299.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 7,191 shares
    Change vs previous 13F -360 shares

    <0.01% of the 13F portfolio, value $436,845.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $511,212.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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