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Kestra Advisory Services, LLC: SCZ position timeline

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

Kestra Advisory Services, LLC held 60,040 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,040 shares
    Change vs previous 13F +1,494 shares

    0.01% of the 13F portfolio, value $4,939,452.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,929 shares
    • Kestra Advisory Services, LLC: 36,111 shares

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

  2. period ended2026-03-31
    13F 58,546 shares
    Change vs previous 13F +6,232 shares

    0.01% of the 13F portfolio, value $4,590,530.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,557 shares
    • Kestra Advisory Services, LLC: 33,989 shares

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

  3. period ended2025-12-31
    13F 52,314 shares
    Change vs previous 13F +1,372 shares

    0.01% of the 13F portfolio, value $4,055,912.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,079 shares
    • Kestra Advisory Services, LLC: 31,235 shares

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

  4. period ended2025-09-30
    13F 50,942 shares
    Change vs previous 13F +13,406 shares

    0.01% of the 13F portfolio, value $3,908,291.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,777 shares
    • Kestra Advisory Services, LLC: 29,165 shares

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

  5. period ended2025-06-30
    13F 37,536 shares
    Change vs previous 13F -10,771 shares

    0.01% of the 13F portfolio, value $2,728,142.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,973 shares
    • Kestra Advisory Services, LLC: 13,563 shares

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

  6. period ended2025-03-31
    13F 48,307 shares
    Change vs previous 13F -18,632 shares

    0.01% of the 13F portfolio, value $3,068,944.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,888 shares
    • Kestra Advisory Services, LLC: 12,419 shares

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

  7. period ended2024-12-31
    13F 66,939 shares
    Change vs previous 13F -3,277 shares

    0.02% of the 13F portfolio, value $4,066,544.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 52,740 shares
    • Kestra Advisory Services, LLC: 14,199 shares

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

  8. period ended2024-09-30
    13F 70,216 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,753,636.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 52,855 shares
    • Kestra Advisory Services, LLC: 17,361 shares

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