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FLYNN ZITO CAPITAL MANAGEMENT, LLC: U position timeline

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

FLYNN ZITO CAPITAL MANAGEMENT, LLC held 10,226 U shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,226 shares
    Change vs previous 13F -3,461 shares

    0.08% of the 13F portfolio, value $292,259.

    13F-HR 0001857144-26-000003 filed by FLYNN ZITO CAPITAL 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 13,687 shares
    Change vs previous 13F +6,900 shares

    0.1% of the 13F portfolio, value $300,293.

    13F-HR 0001857144-26-000002 filed by FLYNN ZITO CAPITAL 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 6,787 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $299,782.

    13F-HR 0001857144-26-000001 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 6,796 shares
    Change vs previous 13F -3,963 shares

    0.1% of the 13F portfolio, value $272,112.

    13F-HR 0001857144-25-000002 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 10,759 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $260,368.

    13F-HR 0001085146-25-004525 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 10,759 shares
    Change vs previous 13F -1,400 shares

    0.1% of the 13F portfolio, value $210,769.

    13F-HR 0001085146-25-002616 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 12,159 shares
    Change vs previous 13F -2,533 shares

    0.13% of the 13F portfolio, value $273,212.

    13F-HR 0001085146-25-000774 filed by FLYNN ZITO CAPITAL MANAGEMENT, 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 14,692 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $332,333.

    13F-HR 0001085146-24-005338 filed by FLYNN ZITO CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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