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Disclosery

BCWM, LLC: ZROZ position timeline

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

BCWM, LLC held 6,863 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 6,863 shares
    Change vs previous 13F -27 shares

    0.13% of the 13F portfolio, value $439,918.

    13F-HR 0001542165-26-000003 filed by BCWM, 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 6,890 shares
    Change vs previous 13F +404 shares

    0.13% of the 13F portfolio, value $441,029.

    13F-HR 0001542165-26-000002 filed by BCWM, 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 6,486 shares
    Change vs previous 13F -1,529 shares

    0.12% of the 13F portfolio, value $416,726.

    13F-HR 0001542165-26-000001 filed by BCWM, 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 8,015 shares
    Change vs previous 13F +302 shares

    0.16% of the 13F portfolio, value $544,699.

    13F-HR 0001542165-25-000005 filed by BCWM, 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 7,713 shares
    Change vs previous 13F +7,713 shares

    0.16% of the 13F portfolio, value $517,311.

    13F-HR 0001542165-25-000003 filed by BCWM, 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 0 shares
    Change vs previous 13F -13,178 shares

    13F-HR 0001542165-25-000002 filed by BCWM, 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.

  7. period ended2024-12-31
    13F 13,178 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $904,274.

    13F-HR 0001542165-25-000001 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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