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Authentikos Wealth Advisory, LLC: CEFZ position timeline

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

Authentikos Wealth Advisory, LLC held 11,407 CEFZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,407 shares
    Change vs previous 13F -33 shares

    0.06% of the 13F portfolio, value $93,872.

    13F-HR 0001967054-26-000006 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,440 shares
    Change vs previous 13F +443 shares

    0.06% of the 13F portfolio, value $89,781.

    13F-HR 0001967054-26-000005 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,997 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $90,068.

    13F-HR 0001967054-26-000001 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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