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FSM Wealth Advisors, LLC: SCZ position timeline

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

FSM Wealth Advisors, LLC held 239,967 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,967 shares
    Change vs previous 13F +10,738 shares

    2.12% of the 13F portfolio, value $19,742,097.

    13F-HR 0001942548-26-000003 filed by FSM Wealth 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 229,229 shares
    Change vs previous 13F +10,808 shares

    2.31% of the 13F portfolio, value $17,973,807.

    13F-HR 0001942548-26-000002 filed by FSM Wealth 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 218,421 shares
    Change vs previous 13F +9,412 shares

    2.32% of the 13F portfolio, value $16,934,196.

    13F-HR 0001942548-26-000001 filed by FSM Wealth 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 209,009 shares
    Change vs previous 13F +37,535 shares

    2.27% of the 13F portfolio, value $16,035,176.

    13F-HR 0001942548-25-000007 filed by FSM Wealth 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 171,474 shares
    Change vs previous 13F +13,595 shares

    2.01% of the 13F portfolio, value $12,361,566.

    13F-HR 0001942548-25-000006 filed by FSM Wealth 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 157,879 shares
    Change vs previous 13F +32,263 shares

    2.26% of the 13F portfolio, value $10,030,023.

    13F-HR 0001942548-25-000001 filed by FSM Wealth 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 125,616 shares
    Change vs previous 13F +19,780 shares

    1.86% of the 13F portfolio, value $7,614,867.

    13F-HR 0001767699-25-000002 filed by FSM Wealth Advisors, 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 105,836 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $7,165,130.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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