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Ballew Advisors, Inc: ZROZ position timeline

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

Ballew Advisors, Inc held 7,350 ZROZ shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,350 shares
    Change vs previous 13F -85 shares

    0.2% of the 13F portfolio, value $392,625.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,435 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $465,505.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,435 shares
    Change vs previous 13F -303 shares

    0.27% of the 13F portfolio, value $472,494.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,738 shares
    Change vs previous 13F -966 shares

    0.28% of the 13F portfolio, value $500,881.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,704 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $604,058.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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