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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

  1. period ended2026-06-30
    13F 46,093 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 36,115 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 25,396 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 20,408 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 26,991 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 31,997 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 28,590 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 29,672 shares
    Change 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), ingested

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