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Authentikos Wealth Advisory, LLC: ZROZ position timeline

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

Authentikos Wealth Advisory, LLC held 6,229 ZROZ 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 6,229 shares
    Change vs previous 13F +579 shares

    0.25% of the 13F portfolio, value $399,250.

    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 5,650 shares
    Change vs previous 13F +1,371 shares

    0.24% of the 13F portfolio, value $361,644.

    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 4,279 shares
    Change vs previous 13F -29,489 shares

    0.18% of the 13F portfolio, value $274,926.

    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).

  4. period ended2025-09-30
    13F/A 33,768 shares
    Change vs previous 13F +330 shares

    1.52% of the 13F portfolio, value $2,294,866.

    13F-HR/A 0001967054-26-000004 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).

  5. period ended2025-06-30
    13F/A 33,438 shares
    Change vs previous 13F +30,068 shares

    1.56% of the 13F portfolio, value $2,242,687.

    13F-HR/A 0001967054-26-000003 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).

  6. period ended2025-03-31
    13F/A 3,370 shares
    Change vs previous 13F -1,612 shares

    0.19% of the 13F portfolio, value $241,393.

    13F-HR/A 0001967054-26-000002 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).

  7. period ended2024-12-31
    13F 4,982 shares
    Change vs previous 13F +358 shares

    0.34% of the 13F portfolio, value $341,882.

    13F-HR 0001967054-25-000001 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).

  8. period ended2024-09-30
    13F 4,624 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $381,091.

    13F-HR 0001967054-24-000004 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).