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Williams & Novak Wealth Management, LLC: SCZ position timeline

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

Williams & Novak Wealth Management, LLC held 6,728 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 6,728 shares
    Change vs previous 13F -2,315 shares

    0.34% of the 13F portfolio, value $567,978.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,043 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $743,968.

    13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
    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 9,043 shares
    Change vs previous 13F -17 shares

    0.54% of the 13F portfolio, value $720,546.

    13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,060 shares
    Change vs previous 13F -115 shares

    0.53% of the 13F portfolio, value $702,422.

    13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,175 shares
    Change vs previous 13F -51 shares

    0.54% of the 13F portfolio, value $703,906.

    13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,226 shares
    Change vs previous 13F -1,415 shares

    0.57% of the 13F portfolio, value $670,546.

    13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
    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 10,641 shares
    Change vs previous 13F +186 shares

    0.66% of the 13F portfolio, value $676,342.

    13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,455 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $635,141.

    13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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