Skip to content
Disclosery

Carrera Capital Advisors: ZROZ position timeline

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

Carrera Capital Advisors held 31,229 ZROZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,229 shares
    Change vs previous 13F +7,468 shares

    0.3% of the 13F portfolio, value $2,001,766.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 23,761 shares
    Change vs previous 13F -7,691 shares

    0.23% of the 13F portfolio, value $1,520,963.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 31,452 shares
    Change vs previous 13F -14,122 shares

    0.34% of the 13F portfolio, value $2,048,491.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 45,574 shares
    Change vs previous 13F -29,898 shares

    0.56% of the 13F portfolio, value $3,097,185.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 75,472 shares
    Change vs previous 13F -228,346 shares

    1.02% of the 13F portfolio, value $5,061,929.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 303,818 shares
    Change vs previous 13F +22,707 shares

    4.82% of the 13F portfolio, value $21,762,506.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 281,111 shares
    Change vs previous 13F -892 shares

    4.57% of the 13F portfolio, value $19,525,981.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    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 282,003 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $23,242,695.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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