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Navigation Wealth Management, Inc.: ZECP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Navigation Wealth Management, Inc. on ZECP, newest first. How the timeline and the estimate are built.

Navigation Wealth Management, Inc. held 180,380 ZECP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,380 shares
    Change vs previous 13F +24,474 shares

    9.38% of the 13F portfolio, value $6,807,541.

    13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, Inc.
    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 155,906 shares
    Change vs previous 13F -3,625 shares

    19.01% of the 13F portfolio, value $5,274,300.

    13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, Inc.
    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 159,531 shares
    Change vs previous 13F +9,536 shares

    8.24% of the 13F portfolio, value $5,545,298.

    13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, Inc.
    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 149,995 shares
    Change vs previous 13F -3,623 shares

    7.41% of the 13F portfolio, value $5,042,832.

    13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, Inc.
    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 153,618 shares
    Change vs previous 13F +123,856 shares

    7.22% of the 13F portfolio, value $4,901,950.

    13F-HR 0001085146-25-003696 filed by Navigation Wealth Management, Inc.
    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 29,762 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $896,729.

    13F-HR 0001085146-25-001974 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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