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BROWN WEALTH MANAGEMENT, LLC: ZSEP position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 38,764 ZSEP 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 38,764 shares
    Change vs previous 13F +4,729 shares

    0.24% of the 13F portfolio, value $1,068,305.

    13F-HR 0001104659-26-084985 filed by BROWN WEALTH MANAGEMENT, 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 34,035 shares
    Change vs previous 13F -5,619 shares

    0.23% of the 13F portfolio, value $909,483.

    13F-HR 0001104659-26-041337 filed by BROWN WEALTH MANAGEMENT, 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 39,654 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,061,934.

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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