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Disclosery

Partners in Financial Planning: SCZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partners in Financial Planning on SCZ, newest first. How the timeline and the estimate are built.

Partners in Financial Planning held 51,454 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,454 shares
    Change vs previous 13F +1,603 shares

    0.64% of the 13F portfolio, value $4,233,138.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 49,851 shares
    Change vs previous 13F -537 shares

    0.65% of the 13F portfolio, value $3,908,820.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 50,388 shares
    Change vs previous 13F -566 shares

    0.66% of the 13F portfolio, value $3,906,595.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 50,954 shares
    Change vs previous 13F -43 shares

    0.68% of the 13F portfolio, value $3,909,194.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 50,997 shares
    Change vs previous 13F +2,723 shares

    0.68% of the 13F portfolio, value $3,705,960.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 48,274 shares
    Change vs previous 13F +10 shares

    0.62% of the 13F portfolio, value $3,068,260.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 48,264 shares
    Change vs previous 13F +740 shares

    0.6% of the 13F portfolio, value $2,932,066.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 47,524 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,217,329.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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