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Foundation Wealth Management, LLC\PA: SCZ position timeline

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

Foundation Wealth Management, LLC\PA held 31,049 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,049 shares
    Change vs previous 13F -663 shares

    0.77% of the 13F portfolio, value $2,554,401.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    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 31,712 shares
    Change vs previous 13F -1,534 shares

    0.88% of the 13F portfolio, value $2,486,538.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    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 33,246 shares
    Change vs previous 13F -6,441 shares

    0.94% of the 13F portfolio, value $2,577,562.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    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 39,687 shares
    Change vs previous 13F -8,657 shares

    1.18% of the 13F portfolio, value $3,044,787.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    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 48,344 shares
    Change vs previous 13F -592 shares

    1.52% of the 13F portfolio, value $3,513,642.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    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 48,936 shares
    Change vs previous 13F -777 shares

    1.48% of the 13F portfolio, value $3,108,904.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    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 49,713 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,020,065.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

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