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Disclosery

Total Wealth Planning, LLC: SCZ position timeline

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

Total Wealth Planning, LLC held 4,373 SCZ shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,373 shares
    Change vs previous 13F -79,466 shares

    0.73% of the 13F portfolio, value $339,057.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 83,839 shares
    Change vs previous 13F +5,190 shares

    0.74% of the 13F portfolio, value $6,432,124.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 78,649 shares
    Change vs previous 13F +27,619 shares

    0.72% of the 13F portfolio, value $5,716,186.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 51,030 shares
    Change vs previous 13F -2,719 shares

    0.5% of the 13F portfolio, value $3,241,965.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 53,749 shares
    Change vs previous 13F -705 shares

    0.51% of the 13F portfolio, value $3,265,280.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 54,454 shares
    Change vs previous 13F -1,400 shares

    0.58% of the 13F portfolio, value $3,686,524.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 55,854 shares
    Change vs previous 13F -1,820 shares

    0.59% of the 13F portfolio, value $3,608,167.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 57,674 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,652,496.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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