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Disclosery

Clearstead Advisors, LLC: ZION position timeline

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

Clearstead Advisors, LLC held 8,611 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,611 shares
    Change vs previous 13F +231 shares

    0.01% of the 13F portfolio, value $595,796.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 ended2026-03-31
    13F 8,380 shares
    Change vs previous 13F -608 shares

    <0.01% of the 13F portfolio, value $482,856.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 8,988 shares
    Change vs previous 13F +308 shares

    0.01% of the 13F portfolio, value $526,158.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 8,680 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $491,115.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 8,588 shares
    Change vs previous 13F -402 shares

    0.01% of the 13F portfolio, value $446,061.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 8,990 shares
    Change vs previous 13F +870 shares

    0.01% of the 13F portfolio, value $448,242.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 8,120 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $440,518.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 8,135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $384,135.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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