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Disclosery

VANCE WEALTH, LLC: SCZ position timeline

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

VANCE WEALTH, LLC held 28,383 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,383 shares
    Change vs previous 13F -1,038 shares

    0.53% of the 13F portfolio, value $2,335,069.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 29,421 shares
    Change vs previous 13F -1,137 shares

    0.67% of the 13F portfolio, value $2,306,901.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 30,558 shares
    Change vs previous 13F -352 shares

    0.7% of the 13F portfolio, value $2,369,162.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 30,910 shares
    Change vs previous 13F -968 shares

    0.73% of the 13F portfolio, value $2,371,415.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 31,878 shares
    Change vs previous 13F -2,292 shares

    0.78% of the 13F portfolio, value $2,316,893.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 34,170 shares
    Change vs previous 13F -1,929 shares

    0.82% of the 13F portfolio, value $2,170,820.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 36,099 shares
    Change vs previous 13F -1,558 shares

    0.85% of the 13F portfolio, value $2,193,014.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 37,657 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,549,379.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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