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Waldron Private Wealth LLC: SCZ position timeline

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

Waldron Private Wealth LLC held 46,015 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,015 shares
    Change vs previous 13F -520 shares

    0.13% of the 13F portfolio, value $3,785,655.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 46,535 shares
    Change vs previous 13F -803 shares

    0.14% of the 13F portfolio, value $3,648,811.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 47,338 shares
    Change vs previous 13F +3,732 shares

    0.15% of the 13F portfolio, value $3,670,117.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 43,606 shares
    Change vs previous 13F -349 shares

    0.14% of the 13F portfolio, value $3,345,451.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 43,955 shares
    Change vs previous 13F +877 shares

    0.14% of the 13F portfolio, value $3,194,647.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 43,078 shares
    Change vs previous 13F -38,065 shares

    0.13% of the 13F portfolio, value $2,736,745.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 81,143 shares
    Change vs previous 13F +64,464 shares

    0.2% of the 13F portfolio, value $4,929,441.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 16,679 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,129,167.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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