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Disclosery

Global Financial Private Client, LLC: ZION position timeline

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

Global Financial Private Client, LLC held 30,268 ZION 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 30,268 shares
    Change vs previous 13F +597 shares

    0.57% of the 13F portfolio, value $2,094,267.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 29,671 shares
    Change vs previous 13F +1,304 shares

    0.56% of the 13F portfolio, value $1,709,669.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 28,367 shares
    Change vs previous 13F -5,523 shares

    0.58% of the 13F portfolio, value $1,660,608.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 33,890 shares
    Change vs previous 13F -716 shares

    0.68% of the 13F portfolio, value $1,917,482.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 34,606 shares
    Change vs previous 13F +561 shares

    0.67% of the 13F portfolio, value $1,797,436.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 34,045 shares
    Change vs previous 13F +544 shares

    0.65% of the 13F portfolio, value $1,697,488.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 33,501 shares
    Change vs previous 13F +429 shares

    0.68% of the 13F portfolio, value $1,817,465.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 33,072 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,561,675.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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