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Disclosery

My Personal CFO, LLC: SCZ position timeline

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

My Personal CFO, LLC held 72,844 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,844 shares
    Change vs previous 13F +1,648 shares

    2.34% of the 13F portfolio, value $5,992,880.

    13F-HR 0001754960-26-000575 filed by My Personal CFO, 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 71,196 shares
    Change vs previous 13F +1,332 shares

    2.44% of the 13F portfolio, value $5,582,451.

    13F-HR 0001754960-26-000293 filed by My Personal CFO, 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 69,864 shares
    Change vs previous 13F +30,177 shares

    2.26% of the 13F portfolio, value $5,416,581.

    13F-HR 0001754960-26-000077 filed by My Personal CFO, 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 39,687 shares
    Change vs previous 13F -26,660 shares

    1.18% of the 13F portfolio, value $3,044,787.

    13F-HR 0001754960-25-000700 filed by My Personal CFO, 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 66,347 shares
    Change vs previous 13F +968 shares

    2.19% of the 13F portfolio, value $4,822,083.

    13F-HR 0001754960-25-000441 filed by My Personal CFO, 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 65,379 shares
    Change vs previous 13F -7,155 shares

    2.09% of the 13F portfolio, value $4,153,502.

    13F-HR 0001754960-25-000247 filed by My Personal CFO, 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 72,534 shares
    Change vs previous 13F -1,653 shares

    2.26% of the 13F portfolio, value $4,406,443.

    13F-HR 0001754960-25-000067 filed by My Personal CFO, 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 74,187 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $5,022,493.

    13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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