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Disclosery

Private Advisory Group LLC: ZION position timeline

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

Private Advisory Group LLC held 136,742 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,742 shares
    Change vs previous 13F -34,903 shares

    0.53% of the 13F portfolio, value $9,461,179.

    13F-HR 0001632965-26-000005 filed by Private 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 171,645 shares
    Change vs previous 13F +2,977 shares

    0.69% of the 13F portfolio, value $9,890,185.

    13F-HR 0001632965-26-000003 filed by Private 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 168,668 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $9,873,825.

    13F-HR 0001632965-26-000002 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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