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Disclosery

Sound Stewardship, LLC: SCZ position timeline

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

Sound Stewardship, LLC held 137,157 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,157 shares
    Change vs previous 13F +5,227 shares

    4.65% of the 13F portfolio, value $11,283,884.

    13F-HR 0002085853-26-000704 filed by Sound Stewardship, 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 131,930 shares
    Change vs previous 13F +650 shares

    4.74% of the 13F portfolio, value $10,344,668.

    13F-HR 0002085853-26-000359 filed by Sound Stewardship, 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 131,280 shares
    Change vs previous 13F +2,468 shares

    4.88% of the 13F portfolio, value $10,178,167.

    13F-HR 0002085853-26-000158 filed by Sound Stewardship, 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 128,812 shares
    Change vs previous 13F -720 shares

    4.74% of the 13F portfolio, value $9,882,452.

    13F-HR 0002085853-25-000094 filed by Sound Stewardship, 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 129,532 shares
    Change vs previous 13F +1,949 shares

    4.86% of the 13F portfolio, value $9,414,369.

    13F-HR 0001667731-25-000791 filed by Sound Stewardship, 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 127,583 shares
    Change vs previous 13F +1,818 shares

    4.62% of the 13F portfolio, value $8,105,380.

    13F-HR 0001667731-25-000434 filed by Sound Stewardship, 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 125,765 shares
    Change vs previous 13F +3,966 shares

    4.54% of the 13F portfolio, value $7,640,217.

    13F-HR 0001667731-25-000080 filed by Sound Stewardship, 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 121,799 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $8,245,819.

    13F-HR 0001998101-24-000005 filed by Sound Stewardship, LLC
    Filed (acceptance time not in the bulk data set), ingested

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