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Disclosery

Lloyd Advisory Services, LLC.: ZROZ position timeline

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

Lloyd Advisory Services, LLC. held 29,084 ZROZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,084 shares
    Change vs previous 13F +28,197 shares

    0.72% of the 13F portfolio, value $1,864,284.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory Services, 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 887 shares
    Change vs previous 13F -4,295 shares

    0.02% of the 13F portfolio, value $56,750.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory Services, 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 5,182 shares
    Change vs previous 13F +1,988 shares

    0.13% of the 13F portfolio, value $332,946.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory Services, 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 3,194 shares
    Change vs previous 13F -188 shares

    0.1% of the 13F portfolio, value $217,163.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory Services, 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 3,382 shares
    Change vs previous 13F -366 shares

    0.11% of the 13F portfolio, value $226,795.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, 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 3,748 shares
    Change vs previous 13F -46,446 shares

    0.13% of the 13F portfolio, value $268,493.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, 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 50,194 shares
    Change vs previous 13F -99 shares

    1.63% of the 13F portfolio, value $3,444,407.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, 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 50,293 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,145,176.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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