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RF&L WEALTH MANAGEMENT, LLC: SCZ position timeline

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

RF&L WEALTH MANAGEMENT, LLC held 9,250 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 9,250 shares
    Change vs previous 13F +2 shares

    0.51% of the 13F portfolio, value $761,025.

    13F-HR 0001965915-26-000003 filed by RF&L WEALTH MANAGEMENT, 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 9,248 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $725,157.

    13F-HR 0001965915-26-000002 filed by RF&L WEALTH MANAGEMENT, 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 9,248 shares
    Change vs previous 13F +3 shares

    0.4% of the 13F portfolio, value $717,019.

    13F-HR 0001965915-26-000001 filed by RF&L WEALTH MANAGEMENT, 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 9,245 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $709,308.

    13F-HR 0001965915-25-000008 filed by RF&L WEALTH MANAGEMENT, 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 9,245 shares
    Change vs previous 13F -258 shares

    0.43% of the 13F portfolio, value $671,957.

    13F-HR 0001965915-25-000006 filed by RF&L WEALTH MANAGEMENT, 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 9,503 shares
    Change vs previous 13F +100 shares

    0.43% of the 13F portfolio, value $603,741.

    13F-HR 0001965915-25-000005 filed by RF&L WEALTH MANAGEMENT, 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 9,403 shares
    Change vs previous 13F +3 shares

    0.4% of the 13F portfolio, value $571,247.

    13F-HR 0001965915-25-000002 filed by RF&L WEALTH MANAGEMENT, 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 9,400 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $636,404.

    13F-HR 0001725547-24-005915 filed by RF&L WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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