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RTD Financial Advisors, Inc.: SCZ position timeline

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

RTD Financial Advisors, Inc. held 169,009 SCZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 169,009 shares
    Change vs previous 13F -501 shares

    1.56% of the 13F portfolio, value $14,267,758.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 169,510 shares
    Change vs previous 13F -1,347 shares

    1.52% of the 13F portfolio, value $13,945,590.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 170,857 shares
    Change vs previous 13F -1,443 shares

    1.65% of the 13F portfolio, value $13,396,936.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 172,300 shares
    Change vs previous 13F -3,324 shares

    1.63% of the 13F portfolio, value $13,358,447.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 175,624 shares
    Change vs previous 13F +1,869 shares

    1.62% of the 13F portfolio, value $13,473,886.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 173,755 shares
    Change vs previous 13F -5,271 shares

    1.62% of the 13F portfolio, value $12,628,496.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 179,026 shares
    Change vs previous 13F +10,160 shares

    1.53% of the 13F portfolio, value $11,373,573.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 168,866 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $10,258,612.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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