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MISSION WEALTH MANAGEMENT, LP: SCZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on SCZ, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 293,676 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,676 shares
    Change vs previous 13F +65,541 shares

    0.3% of the 13F portfolio, value $24,160,703.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 228,135 shares
    Change vs previous 13F +4,137 shares

    0.37% of the 13F portfolio, value $17,888,099.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 223,998 shares
    Change vs previous 13F +12,108 shares

    0.35% of the 13F portfolio, value $17,366,598.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 211,890 shares
    Change vs previous 13F +6,399 shares

    0.33% of the 13F portfolio, value $16,256,194.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 205,491 shares
    Change vs previous 13F +6,688 shares

    0.33% of the 13F portfolio, value $14,935,116.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 198,803 shares
    Change vs previous 13F -2,806 shares

    0.32% of the 13F portfolio, value $12,629,965.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 201,609 shares
    Change vs previous 13F +2,259 shares

    0.29% of the 13F portfolio, value $12,247,773.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 199,350 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $13,496,027.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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