PBMares Wealth Management LLC: SCZ position timeline

PBMares Wealth Management LLC held 8,591 SCZ shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 8,591 shares

   Change vs previous 13F -646 shares

   0.11% of the 13F portfolio, value $659,085.

   13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 9,237 shares

   Change vs previous 13F -1,279 shares

   0.12% of the 13F portfolio, value $671,330.

   13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 10,516 shares

   Change vs previous 13F +230 shares

   0.13% of the 13F portfolio, value $668,098.

   13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 10,286 shares

   Change vs previous 13F -246 shares

   0.13% of the 13F portfolio, value $624,890.

   13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 10,532 shares

   Change vs previous 13F -151 shares

   0.15% of the 13F portfolio, value $713,038.

   13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 10,683 shares

   Change vs previous 13F +9 shares

   0.16% of the 13F portfolio, value $658,519.

   13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 10,674 shares

   Change vs previous 13F 0 shares

   0.18% of the 13F portfolio, value $675,994.

   13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 10,674 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $660,729.

   13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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