Fairhaven Wealth Management, LLC: SCZ position timeline

Fairhaven Wealth Management, LLC held 126,327 SCZ shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 126,327 shares

   Change vs previous 13F -448 shares

   2.4% of the 13F portfolio, value $7,674,352.

   13F-HR 0001104659-25-009022 filed by Fairhaven Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 126,775 shares

   Change vs previous 13F +882 shares

   2.63% of the 13F portfolio, value $8,582,635.

   13F-HR 0001104659-24-116512 filed by Fairhaven Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 125,893 shares

   Change vs previous 13F +3,516 shares

   2.57% of the 13F portfolio, value $7,760,015.

   13F-HR 0001104659-24-084459 filed by Fairhaven Wealth Management, LLC
   Filed 2024-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 122,377 shares

   Change vs previous 13F -8,715 shares

   2.66% of the 13F portfolio, value $7,750,119.

   13F-HR 0001104659-24-055751 filed by Fairhaven Wealth Management, LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 131,092 shares

   Change vs previous 13F -36,203 shares

   2.97% of the 13F portfolio, value $8,114,580.

   13F-HR 0001104659-24-012196 filed by Fairhaven Wealth Management, LLC
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 167,295 shares

   Change vs previous 13F +1,051 shares

   3.77% of the 13F portfolio, value $9,447,135.

   13F-HR 0001104659-23-118238 filed by Fairhaven Wealth Management, LLC
   Filed 2023-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 166,244 shares

   Change vs previous 13F not available

   3.75% of the 13F portfolio, value $9,805,077.

   13F-HR 0001104659-23-090242 filed by Fairhaven Wealth Management, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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