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ALLIUM FINANCIAL ADVISORS, LLC: ZROZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLIUM FINANCIAL ADVISORS, LLC on ZROZ, newest first. How the timeline and the estimate are built.

ALLIUM FINANCIAL ADVISORS, LLC held 0 ZROZ shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,883 shares

    13F-HR 0001420506-26-000206 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 8,883 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $603,689.

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F/A 8,883 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $595,783.

    13F-HR/A 0001420506-26-000208 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 8,883 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $636,289.

    13F-HR 0002067277-25-000001 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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