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Disclosery

Plancorp, LLC: SCZ position timeline

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

Plancorp, LLC held 394,801 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 394,801 shares
    Change vs previous 13F -19,573 shares

    0.79% of the 13F portfolio, value $32,571,074.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 414,374 shares
    Change vs previous 13F -429 shares

    0.98% of the 13F portfolio, value $34,314,303.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 414,803 shares
    Change vs previous 13F +1,193 shares

    0.97% of the 13F portfolio, value $32,159,669.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 413,610 shares
    Change vs previous 13F -571 shares

    1% of the 13F portfolio, value $31,732,152.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 414,181 shares
    Change vs previous 13F -39,957 shares

    1.04% of the 13F portfolio, value $30,102,668.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 454,138 shares
    Change vs previous 13F -6,912 shares

    1.14% of the 13F portfolio, value $28,851,381.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 461,050 shares
    Change vs previous 13F +15,398 shares

    1.15% of the 13F portfolio, value $28,008,782.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 445,652 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $30,170,634.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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