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Monument Group Wealth Advisors, LLC: SCZ position timeline

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

Monument Group Wealth Advisors, LLC held 15,879 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,879 shares
    Change vs previous 13F -1,715 shares

    0.63% of the 13F portfolio, value $1,306,432.

    13F-HR 0001965665-26-000003 filed by Monument Group Wealth Advisors, 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 17,594 shares
    Change vs previous 13F +348 shares

    0.77% of the 13F portfolio, value $1,379,561.

    13F-HR 0001965665-26-000002 filed by Monument Group Wealth Advisors, 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 17,246 shares
    Change vs previous 13F -2,249 shares

    0.73% of the 13F portfolio, value $1,337,097.

    13F-HR 0001965665-26-000001 filed by Monument Group Wealth Advisors, 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 19,495 shares
    Change vs previous 13F +1,269 shares

    0.88% of the 13F portfolio, value $1,495,726.

    13F-HR 0001965665-25-000005 filed by Monument Group Wealth Advisors, 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 18,226 shares
    Change vs previous 13F -1,011 shares

    0.83% of the 13F portfolio, value $1,324,731.

    13F-HR 0001965665-25-000004 filed by Monument Group Wealth Advisors, 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 19,237 shares
    Change vs previous 13F -23 shares

    0.85% of the 13F portfolio, value $1,222,184.

    13F-HR 0001965665-25-000002 filed by Monument Group Wealth Advisors, 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 19,260 shares
    Change vs previous 13F -2,165 shares

    0.83% of the 13F portfolio, value $1,170,100.

    13F-HR 0001965665-25-000001 filed by Monument Group Wealth Advisors, 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 21,425 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,450,534.

    13F-HR 0001965665-24-000007 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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