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Disclosery

B.O.S.S. Retirement Advisors, LLC: ZROZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B.O.S.S. Retirement Advisors, LLC on ZROZ, newest first. How the timeline and the estimate are built.

B.O.S.S. Retirement Advisors, LLC held 7,991 ZROZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,991 shares
    Change vs previous 13F +7,991 shares

    0.14% of the 13F portfolio, value $512,223.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,081 shares

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement 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.

  3. period ended2025-03-31
    13F 4,081 shares
    Change vs previous 13F -9,702 shares

    0.08% of the 13F portfolio, value $292,319.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement 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 ended2024-12-31
    13F 13,783 shares
    Change vs previous 13F +2,194 shares

    0.26% of the 13F portfolio, value $945,776.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 11,589 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $955,169.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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