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Fi3 FINANCIAL ADVISORS, LLC: SCZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fi3 FINANCIAL ADVISORS, LLC on SCZ, newest first. How the timeline and the estimate are built.

Fi3 FINANCIAL ADVISORS, LLC held 50,162 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,162 shares
    Change vs previous 13F +47,290 shares

    1.25% of the 13F portfolio, value $5,210,850.

    13F-HR 0001765380-26-000392 filed by Fi3 FINANCIAL 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 2,872 shares
    Change vs previous 13F -15,004 shares

    0.07% of the 13F portfolio, value $225,194.

    13F-HR 0001765380-26-000182 filed by Fi3 FINANCIAL 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 17,876 shares
    Change vs previous 13F +15,104 shares

    0.42% of the 13F portfolio, value $1,385,942.

    13F-HR 0001765380-26-000070 filed by Fi3 FINANCIAL 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 ended2025-09-30
    13F 2,772 shares
    Change vs previous 13F -4,393 shares

    0.07% of the 13F portfolio, value $212,668.

    13F-HR 0001765380-25-000477 filed by Fi3 FINANCIAL 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 ended2025-06-30
    13F 7,165 shares
    Change vs previous 13F -21,452 shares

    0.19% of the 13F portfolio, value $520,729.

    13F-HR 0001765380-25-000372 filed by Fi3 FINANCIAL 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 ended2025-03-31
    13F 28,617 shares
    Change vs previous 13F -49,750 shares

    0.74% of the 13F portfolio, value $1,818,038.

    13F-HR 0001765380-25-000210 filed by Fi3 FINANCIAL 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 ended2024-12-31
    13F 78,367 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,760,795.

    13F-HR 0001765380-25-000076 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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