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Disclosery

Goodman Advisory Group, LLC: ZROZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodman Advisory Group, LLC on ZROZ, newest first. How the timeline and the estimate are built.

Goodman Advisory Group, LLC held 22,401 ZROZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,401 shares
    Change vs previous 13F -826 shares

    0.33% of the 13F portfolio, value $1,435,899.

    13F-HR 0001864123-26-000010 filed by Goodman Advisory Group, 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 23,227 shares
    Change vs previous 13F -882 shares

    0.39% of the 13F portfolio, value $1,486,734.

    13F-HR 0001864123-26-000003 filed by Goodman Advisory Group, 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 24,109 shares
    Change vs previous 13F +3,778 shares

    0.38% of the 13F portfolio, value $1,549,017.

    13F-HR 0001864123-26-000001 filed by Goodman Advisory Group, 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 20,331 shares
    Change vs previous 13F -5,350 shares

    0.34% of the 13F portfolio, value $1,381,707.

    13F-HR 0001864123-25-000008 filed by Goodman Advisory Group, 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 25,681 shares
    Change vs previous 13F -112,389 shares

    0.59% of the 13F portfolio, value $1,722,493.

    13F-HR 0001864123-25-000006 filed by Goodman Advisory Group, 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/A 138,070 shares
    Change vs previous 13F +10,863 shares

    3.02% of the 13F portfolio, value $9,889,958.

    13F-HR/A 0001864123-25-000004 filed by Goodman Advisory Group, 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 127,207 shares
    Change vs previous 13F +11,552 shares

    2.57% of the 13F portfolio, value $8,728,933.

    13F-HR 0001864123-25-000001 filed by Goodman Advisory Group, 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 115,655 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $9,532,368.

    13F-HR 0001864123-24-000005 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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