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Focus Partners Wealth: SCZ position timeline

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

Focus Partners Wealth held 1,385,031 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,385,031 shares
    Change vs previous 13F +50,731 shares

    0.1% of the 13F portfolio, value $113,946,615.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,274,009 shares
    • Focus Partners Advisor Solutions, LLC: 111,022 shares

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

  2. period ended2026-03-31
    13F 1,334,300 shares
    Change vs previous 13F -53,739 shares

    0.1% of the 13F portfolio, value $104,647,756.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,284,028 shares
    • Focus Partners Advisor Solutions, LLC: 50,272 shares

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

  3. period ended2025-12-31
    13F 1,388,039 shares
    Change vs previous 13F -49,931 shares

    0.11% of the 13F portfolio, value $107,390,168.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,295,833 shares
    • Focus Partners Advisor Solutions, LLC: 92,206 shares

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

  4. period ended2025-09-30
    13F 1,437,970 shares
    Change vs previous 13F +48,913 shares

    0.16% of the 13F portfolio, value $110,283,129.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,315,069 shares
    • Focus Partners Advisor Solutions, LLC: 122,901 shares

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

  5. period ended2025-06-30
    13F 1,389,057 shares
    Change vs previous 13F -57,992 shares

    0.19% of the 13F portfolio, value $100,956,648.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,295,313 shares
    • Focus Partners Advisor Solutions, LLC: 93,744 shares

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

  6. period ended2025-03-31
    13F/A 1,447,049 shares
    Change vs previous 13F +110,379 shares

    0.2% of the 13F portfolio, value $91,931,064.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,362,935 shares
    • Focus Partners Advisor Solutions, LLC: 84,114 shares

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

  7. period ended2024-12-31
    13F/A 1,336,670 shares
    Change vs previous 13F +138,251 shares

    0.18% of the 13F portfolio, value $81,202,830.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,256,647 shares
    • Focus Partners Advisor Solutions, LLC: 80,023 shares

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

  8. period ended2024-09-30
    13F 1,198,419 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $81,132,997.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,122,940 shares
    • Focus Partners Advisor Solutions, LLC: 75,479 shares

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