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Independent Advisor Alliance: SCZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on SCZ, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 11,016 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,016 shares
    Change vs previous 13F -30,964 shares

    0.02% of the 13F portfolio, value $906,299.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 41,980 shares
    Change vs previous 13F +32,356 shares

    0.04% of the 13F portfolio, value $3,291,661.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 9,624 shares
    Change vs previous 13F +220 shares

    0.02% of the 13F portfolio, value $746,142.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 9,404 shares
    Change vs previous 13F -1,523 shares

    0.02% of the 13F portfolio, value $721,502.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 10,927 shares
    Change vs previous 13F +3,723 shares

    0.02% of the 13F portfolio, value $794,194.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 7,204 shares
    Change vs previous 13F -5,735 shares

    0.02% of the 13F portfolio, value $457,670.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 12,939 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $786,047.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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