HB Wealth Management, LLC: SCZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on SCZ, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 9,726 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 9,726 sharesChange vs previous 13F -5 shares
<0.01% of the 13F portfolio, value $800,158.
13F-HR 0001172661-26-002920 filed by HB 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 9,731 sharesChange vs previous 13F +5 shares
<0.01% of the 13F portfolio, value $763,068.
13F-HR 0001172661-26-001543 filed by HB 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 9,726 sharesChange vs previous 13F -466 shares
<0.01% of the 13F portfolio, value $754,116.
13F-HR 0001172661-26-000353 filed by HB 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 10,192 sharesChange vs previous 13F -2,139 shares
0.01% of the 13F portfolio, value $781,988.
13F-HR 0001172661-25-004398 filed by HB 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 12,331 sharesChange vs previous 13F +7,827 shares
0.01% of the 13F portfolio, value $896,217.
13F-HR 0001172661-25-002644 filed by HB 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 4,504 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $286,186.
13F-HR 0001172661-25-001594 filed by HB 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 4,504 sharesChange vs previous 13F +574 shares
<0.01% of the 13F portfolio, value $273,663.
13F-HR 0001172661-25-000193 filed by HB 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 3,930 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $266,061.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).