Foundation Wealth Management, LLC: SCZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundation Wealth Management, LLC on SCZ, newest first. How the timeline and the estimate are built.
Foundation Wealth Management, LLC held 46,093 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 46,093 sharesChange vs previous 13F +9,978 shares
2.24% of the 13F portfolio, value $3,792,137.
13F-HR 0001172661-26-002946 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,115 sharesChange vs previous 13F +10,719 shares
1.91% of the 13F portfolio, value $2,831,863.
13F-HR 0001172661-26-001593 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,396 sharesChange vs previous 13F +4,988 shares
1.3% of the 13F portfolio, value $1,969,897.
13F-HR 0001172661-26-000315 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,408 sharesChange vs previous 13F -6,583 shares
1% of the 13F portfolio, value $1,565,879.
13F-HR 0001172661-25-004443 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,991 sharesChange vs previous 13F -5,006 shares
1.37% of the 13F portfolio, value $1,961,838.
13F-HR 0001172661-25-002683 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,997 sharesChange vs previous 13F +3,407 shares
1.59% of the 13F portfolio, value $2,032,803.
13F-HR 0001172661-25-001527 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,590 sharesChange vs previous 13F -1,082 shares
1.35% of the 13F portfolio, value $1,736,964.
13F-HR 0001172661-25-000559 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,672 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $2,008,942.
13F-HR 0001172661-24-004389 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).