SEZL β€” SEZZLE INC

Ownership history in Linscomb Wealth, Inc.  Β·  1 quarter on record

AI Ownership Summary

Linscomb Wealth, Inc. reported SEZZLE INC (SEZL) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows SEZL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEZL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Linscomb Wealth, Inc.'s position in SEZZLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SEZL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Linscomb Wealth, Inc. held SEZL β€” position size vs. price
% of Fund (quarterly)    SEZL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 3,078 β€” β€” 0.01% $245K 2025-11-05 $66.25

FAQ About Linscomb Wealth, Inc. and SEZL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Linscomb Wealth, Inc. reported owning SEZL?

Linscomb Wealth, Inc. reported SEZL across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported SEZL position in Linscomb Wealth, Inc.'s portfolio?

The largest reported portfolio weight for SEZL was 0.01% in 2025 Q3.

What is the latest reported SEZL position on this page?

The most recent filing on this page is 2025 Q3, when Linscomb Wealth, Inc. reported 3,078 shares, equal to 0.01% of portfolio, with an estimated market value of $245K.

What does the chart on this SEZL ownership page compare?

The chart compares Linscomb Wealth, Inc.'s quarterly SEZL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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