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Disclosery

Klingman & Associates, LLC: SCZ position timeline

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

Klingman & Associates, LLC held 155,240 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,240 shares
    Change vs previous 13F -1,530 shares

    0.54% of the 13F portfolio, value $12,771,595.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 156,770 shares
    Change vs previous 13F -905 shares

    0.59% of the 13F portfolio, value $12,292,336.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 157,675 shares
    Change vs previous 13F -1,875 shares

    0.59% of the 13F portfolio, value $12,224,543.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 159,550 shares
    Change vs previous 13F -3,118 shares

    0.62% of the 13F portfolio, value $12,240,676.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 162,668 shares
    Change vs previous 13F -7,397 shares

    0.65% of the 13F portfolio, value $11,822,711.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 170,065 shares
    Change vs previous 13F -1,298 shares

    0.66% of the 13F portfolio, value $10,804,230.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 171,363 shares
    Change vs previous 13F -7,145 shares

    0.64% of the 13F portfolio, value $10,410,303.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 178,508 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $12,084,992.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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