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Modera Wealth Management, LLC: SCZ position timeline

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

Modera Wealth Management, LLC held 878,343 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 878,343 shares
    Change vs previous 13F -16,518 shares

    0.77% of the 13F portfolio, value $72,261,258.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 894,861 shares
    Change vs previous 13F -21,394 shares

    0.84% of the 13F portfolio, value $70,166,028.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 916,255 shares
    Change vs previous 13F -74,692 shares

    0.82% of the 13F portfolio, value $71,037,227.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 990,947 shares
    Change vs previous 13F -22,790 shares

    0.88% of the 13F portfolio, value $76,025,432.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 1,013,737 shares
    Change vs previous 13F -184,218 shares

    0.91% of the 13F portfolio, value $73,678,435.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 1,197,955 shares
    Change vs previous 13F -1,224,092 shares

    1.03% of the 13F portfolio, value $76,106,056.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 2,422,047 shares
    Change vs previous 13F +151,009 shares

    1.78% of the 13F portfolio, value $147,139,359.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, 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 2,271,038 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $153,749,299.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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