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Disclosery

Falcon Wealth Planning: SCZ position timeline

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

Falcon Wealth Planning held 18,809 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,809 shares
    Change vs previous 13F -84 shares

    0.1% of the 13F portfolio, value $1,547,427.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 18,893 shares
    Change vs previous 13F -538 shares

    0.1% of the 13F portfolio, value $1,481,401.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 19,431 shares
    Change vs previous 13F -450 shares

    0.13% of the 13F portfolio, value $1,506,486.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 19,881 shares
    Change vs previous 13F -3,028 shares

    0.14% of the 13F portfolio, value $1,525,284.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 22,909 shares
    Change vs previous 13F -198 shares

    0.17% of the 13F portfolio, value $1,665,045.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 23,107 shares
    Change vs previous 13F -6,906 shares

    0.16% of the 13F portfolio, value $1,467,978.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 30,013 shares
    Change vs previous 13F -6,031 shares

    0.2% of the 13F portfolio, value $1,823,272.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 36,044 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,440,166.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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